BFWM
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Bright Futures Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Bright Futures 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 		$837K Buy
5,120
+499
+11% +$77.4K 0.54% 66
2026
Q1 		$670K Buy
4,621
+150
+3% +$22.2K 0.46% 71
2025
Q4 		$631K Buy
4,471
+127
+3% +$17.7K 0.47% 70
2025
Q3 		$598K Buy
+4,344
New +$581K 0.47% 67

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bright Futures Wealth Management's MGV Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 11% in Q2 2026, buying an estimated $77.4K and bringing the position to 5,120 shares worth $837K. The position accounts for 0.54% of the portfolio, ranked #66.

Bright Futures Wealth Management first reported a position in MGV in Q3 2025 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Bright Futures Wealth Management held 5,120 shares of Vanguard Morningstar Mega Cap Value ETF worth $837K as of Q2 2026.
  • Bright Futures Wealth Management bought 499 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $77.4K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.54% of Bright Futures Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Bright Futures Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.