BWP
MGV icon

BSW Wealth Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History

BSW Wealth Partners’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 		$4.16M Sell
25,462
-8,828
-26% -$1.37M 0.46% 37
2026
Q1 		$4.97M Sell
34,290
-2,130
-6% -$316K 0.61% 31
2025
Q4 		$5.14M Sell
36,420
-6,718
-16% -$934K 0.62% 31
2025
Q3 		$5.94M Sell
43,138
-4,086
-9% -$547K 0.74% 25
2025
Q2 		$6.2M Sell
47,224
-16,928
-26% -$2.12M 0.85% 24
2025
Q1 		$8.27M Sell
64,152
-5,313
-8% -$687K 1.25% 15
2024
Q4 		$8.68M Sell
69,465
-7,975
-10% -$1.03M 1.27% 14
2024
Q3 		$9.93M Sell
77,440
-4,332
-5% -$535K 1.49% 12
2024
Q2 		$9.69M Sell
81,772
-69,557
-46% -$8.18M 1.59% 12
2024
Q1 		$18.1M Sell
151,329
-141,647
-48% -$16M 3.06% 7
2023
Q4 		$32M Sell
292,976
-7,383
-2% -$763K 6.35% 3
2023
Q3 		$30.5M Sell
300,359
-1,138
-0.4% -$119K 6.78% 3
2023
Q2 		$31.3M Buy
301,497
+15,419
+5% +$1.57M 6.53% 3
2023
Q1 		$28.9M Buy
286,078
+7,589
+3% +$776K 5.92% 3
2022
Q4 		$28.6M Buy
+278,489
New +$28M 6.15% 2

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

BSW Wealth Partners's MGV Position: Q2 2026 in Review

BSW Wealth Partners reduced its Vanguard Mega Cap Value ETF (MGV) stake by 26% in Q2 2026, selling an estimated $1.37M and leaving 25,462 shares worth $4.16M. The position accounts for 0.46% of the portfolio, ranked #37.

BSW Wealth Partners first reported a position in MGV in Q4 2022 and has held it in 15 quarters since. The position peaked at $32M in Q4 2023. 91 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • BSW Wealth Partners held 25,462 shares of Vanguard Mega Cap Value ETF worth $4.16M as of Q2 2026.
  • BSW Wealth Partners sold 8,828 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $1.37M.
  • Vanguard Mega Cap Value ETF made up 0.46% of BSW Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • BSW Wealth Partners first reported a position in Vanguard Mega Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • BSW Wealth Partners's Vanguard Mega Cap Value ETF position peaked at $32M in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.