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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
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 $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boyd Wealth Management's MGV Position: Q2 2026 in Review

Boyd Wealth Management reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.19% in Q2 2026, selling an estimated $8.53K and leaving 28,517 shares worth $4.66M. The position accounts for 1.76% of the portfolio, ranked #14.

Boyd Wealth Management first reported a position in MGV in Q2 2022 and has held it in 17 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Boyd Wealth Management held 28,517 shares of Vanguard Morningstar Mega Cap Value ETF worth $4.66M as of Q2 2026.
  • Boyd Wealth Management sold 55 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $8.53K.
  • Vanguard Morningstar Mega Cap Value ETF made up 1.76% of Boyd Wealth Management's portfolio in Q2 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 17 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.