BWM
MGV icon

Boyd Wealth Management’s Vanguard 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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

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

Boyd Wealth Management reduced its Vanguard 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. 95 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Boyd Wealth Management held 28,517 shares of Vanguard Mega Cap Value ETF worth $4.66M as of Q2 2026.
  • Boyd Wealth Management sold 55 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $8.53K.
  • Vanguard 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 Mega Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

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