Boyd Wealth Management
MGV icon

Boyd Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Boyd Wealth Management’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
2026
Q3 		$4.52M Sell
28,071
-446
-2% -$73.7K 1.58% 14
2026
Q2 		$4.66M Sell
28,517
-55
-0.2% -$8.53K 1.76% 14
2026
Q1 		$4.14M Sell
28,572
-420
-1% -$62.2K 1.75% 15
2025
Q4 		$4.09M Sell
28,992
-603
-2% -$83.8K 1.74% 15
2025
Q3 		$4.08M Sell
29,595
-193
-0.6% -$25.8K 1.76% 14
2025
Q2 		$3.91M Buy
29,788
+1,044
+4% +$131K 1.69% 14
2025
Q1 		$3.7M Buy
28,744
+2,297
+9% +$297K 1.85% 12
2024
Q4 		$3.3M Buy
26,447
+59
+0.2% +$7.62K 1.63% 13
2024
Q3 		$3.39M Sell
26,388
-585
-2% -$72.2K 1.71% 14
2024
Q2 		$3.2M Sell
26,973
-1,153
-4% -$136K 1.76% 14
2024
Q1 		$3.36M Buy
28,126
+95
+0.3% +$10.8K 1.92% 12
2023
Q4 		$3.07M Sell
28,031
-4,681
-14% -$484K 1.91% 12
2023
Q3 		$3.32M Sell
32,712
-728
-2% -$76.3K 2.23% 12
2023
Q2 		$3.47M Buy
33,440
+3,807
+13% +$387K 2.11% 14
2023
Q1 		$2.99M Buy
29,633
+6,368
+27% +$651K 2.08% 12
2022
Q4 		$2.39M Buy
23,265
+4,793
+26% +$482K 1.76% 13
2022
Q3 		$1.66M Buy
18,472
+7,421
+67% +$729K 1.33% 15
2022
Q2 		$1.06M Buy
+11,051
New +$1.13M 0.87% 17

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Braeburn Wealth Management
Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Zeit Capital
Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Boyd Wealth Management's MGV Position: Q3 2026 in Review

Boyd Wealth Management reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 1.6% in Q3 2026, selling an estimated $73.7K and leaving 28,071 shares worth $4.52M. The position accounts for 1.58% of the portfolio, ranked #14.

Boyd Wealth Management first reported a position in MGV in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.66M in Q2 2026. 162 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

  • Boyd Wealth Management held 28,071 shares of Vanguard Morningstar Mega Cap Value ETF worth $4.52M as of Q3 2026.
  • Boyd Wealth Management sold 446 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $73.7K.
  • Vanguard Morningstar Mega Cap Value ETF made up 1.58% of Boyd Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Boyd Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Boyd Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $4.66M in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.