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

Brown 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	$322K	Buy	1,996 +7	+0.4%	+$1.16K	0.07%	104
2026 Q2	$325K	Buy	1,989 +21	+1%	+$3.26K	0.07%	102
2026 Q1	$285K	Buy	1,968 +271	+16%	+$40.2K	0.07%	99
2025 Q4	$240K	Buy	1,697 +48	+3%	+$6.67K	0.06%	100
2025 Q3	$227K	Buy	1,649 +15	+0.9%	+$2.01K	0.06%	94
2025 Q2	$214K	Buy	1,634 +10	+0.6%	+$1.25K	0.07%	94
2025 Q1	$209K	Buy	1,624 +9	+0.6%	+$1.16K	0.07%	90
2024 Q4	$202K	Buy	+1,615	New	+$208K	0.07%	82
2023 Q3	–	Sell	-4,332	Closed	-$449K	–	96
2023 Q2	$449K	Buy	+4,332	New	+$441K	0.23%	60

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Brown Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.35% in Q3 2026, buying an estimated $1.16K and bringing the position to 1,996 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #104.

Brown Wealth Management first reported a position in MGV in Q2 2023 and has held it in 9 quarters since. The position peaked at $449K in Q2 2023. 549 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Brown Wealth Management held 1,996 shares of Vanguard Morningstar Mega Cap Value ETF worth $322K as of Q3 2026.
Brown Wealth Management bought 7 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $1.16K.
Vanguard Morningstar Mega Cap Value ETF made up 0.07% of Brown Wealth Management's portfolio in Q3 2026, its #104 holding.
Brown Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2023 and has held it in 9 quarters since.
Brown Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $449K in Q2 2023.
549 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

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