CJ
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Caitlin John’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Caitlin John’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
Q1 		$414K Buy
2,854
+165
+6% +$24.4K 0.25% 72
2025
Q4 		$380K Sell
2,689
-169
-6% -$23.5K 0.25% 95
2025
Q3 		$394K Sell
2,858
-31
-1% -$4.15K 0.27% 84
2025
Q2 		$379K Hold
2,889
– – 0.35% 68
2025
Q1 		$372K Sell
2,889
-6
-0.2% -$776 0.36% 74
2024
Q4 		$362K Hold
2,895
– – 0.24% 92
2024
Q3 		$379K Hold
2,895
– – 0.24% 101
2024
Q2 		$343K Hold
2,895
– – 0.25% 91
2024
Q1 		$346K Sell
2,895
-95
-3% -$10.8K 0.26% 86
2023
Q4 		$327K Buy
+2,990
New +$309K 0.27% 89

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caitlin John's MGV Position: Q1 2026 in Review

Caitlin John increased its Vanguard Mega Cap Value ETF (MGV) stake by 6.1% in Q1 2026, buying an estimated $24.4K and bringing the position to 2,854 shares worth $414K. The position accounts for 0.25% of the portfolio, ranked #72.

Caitlin John first reported a position in MGV in Q4 2023 and has held it in 10 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Caitlin John held 2,854 shares of Vanguard Mega Cap Value ETF worth $414K as of Q1 2026.
  • Caitlin John bought 165 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $24.4K.
  • Vanguard Mega Cap Value ETF made up 0.25% of Caitlin John's portfolio in Q1 2026, its #72 holding.
  • Caitlin John first reported a position in Vanguard Mega Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.