Capstone Wealth Management Group (Pennsylvania)’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$9.34M	Buy	57,120 +9,387	+20%	+$1.46M	3.29%	12
2026 Q1	$6.92M	Buy	47,733 +1,230	+3%	+$182K	2.9%	12
2025 Q4	$6.56M	Buy	46,503 +2,474	+6%	+$344K	2.75%	12
2025 Q3	$6.06M	Buy	44,029 +6,254	+17%	+$837K	2.57%	16
2025 Q2	$4.96M	Buy	37,775 +18,522	+96%	+$2.32M	4.76%	5
2025 Q1	$2.48M	Buy	+19,253	New	+$2.49M	1.42%	22

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s MGV Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 20% in Q2 2026, buying an estimated $1.46M and bringing the position to 57,120 shares worth $9.34M. The position accounts for 3.29% of the portfolio, ranked #12.

Capstone Wealth Management Group (Pennsylvania) first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 57,120 shares of Vanguard Morningstar Mega Cap Value ETF worth $9.34M as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 9,387 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $1.46M.
Vanguard Morningstar Mega Cap Value ETF made up 3.29% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #12 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.