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Boyce & Associates Wealth Consulting’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Boyce & Associates Wealth Consulting’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,496
Closed -$1M – 78
2025
Q2 		$1M Buy
+8,496
New +$1.07M 0.91% 24

Other funds holding MGV

AssetMark Inc
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boyce & Associates Wealth Consulting's MGV Position: Q3 2025 in Review

Boyce & Associates Wealth Consulting sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2025, closing a stake of 8,496 shares — an estimated $1M sold.

Boyce & Associates Wealth Consulting first reported a position in MGV in Q2 2025 and held it in 1 quarter. The position peaked at $1M in Q2 2025. 507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

  • Boyce & Associates Wealth Consulting reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 8,496 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2025, an estimated $1M.
  • Boyce & Associates Wealth Consulting first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's Vanguard Morningstar Mega Cap Value ETF position peaked at $1M in Q2 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2025, filed 22 Oct 2025.