Brown Wealth Management’s Vanguard 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 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

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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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

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

Brown Wealth Management increased its Vanguard Mega Cap Value ETF (MGV) stake by 1.1% in Q2 2026, buying an estimated $3.26K and bringing the position to 1,989 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #102.

Brown Wealth Management first reported a position in MGV in Q2 2023 and has held it in 8 quarters since. The position peaked at $449K in Q2 2023. 126 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Brown Wealth Management held 1,989 shares of Vanguard Mega Cap Value ETF worth $325K as of Q2 2026.
Brown Wealth Management bought 21 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $3.26K.
Vanguard Mega Cap Value ETF made up 0.07% of Brown Wealth Management's portfolio in Q2 2026, its #102 holding.
Brown Wealth Management first reported a position in Vanguard Mega Cap Value ETF in Q2 2023 and has held it in 8 quarters since.
Brown Wealth Management's Vanguard Mega Cap Value ETF position peaked at $449K in Q2 2023.
126 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.