Cardiff Park Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Cardiff Park Advisors’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	$880K	Buy	6,070 +749	+14%	+$111K	0.07%	129
2025 Q4	$751K	Buy	5,321 +644	+14%	+$89.5K	0.06%	143
2025 Q3	$644K	Buy	4,677 +11	+0.2%	+$1.47K	0.05%	158
2025 Q2	$612K	Hold	4,666	–	–	0.05%	149
2025 Q1	$601K	Buy	4,666 +12	+0.3%	+$1.55K	0.06%	143
2024 Q4	$581K	Buy	4,654 +12	+0.3%	+$1.55K	0.06%	147
2024 Q3	$595K	Buy	4,642 +1,454	+46%	+$180K	0.05%	143
2024 Q2	$378K	Hold	3,188	–	–	0.04%	182
2024 Q1	$381K	Buy	3,188 +18	+0.6%	+$2.04K	0.04%	186
2023 Q4	$347K	Buy	3,170 +22	+0.7%	+$2.27K	0.04%	175
2023 Q3	$319K	Buy	3,148 +21	+0.7%	+$2.2K	0.04%	173
2023 Q2	$324K	Buy	3,127 +20	+0.6%	+$2.04K	0.04%	184
2023 Q1	$314K	Buy	3,107 +19	+0.6%	+$1.94K	0.04%	180
2022 Q4	$318K	Buy	3,088 +31	+1%	+$3.12K	0.04%	190
2022 Q3	$275K	Hold	3,057	–	–	0.04%	196
2022 Q2	$294K	Buy	3,057 +715	+31%	+$73.2K	0.04%	195
2022 Q1	$251K	Buy	2,342 +7	+0.3%	+$743	0.04%	202
2021 Q4	$249K	Buy	+2,335	New	+$242K	0.03%	208

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cardiff Park Advisors's MGV Position: Q1 2026 in Review

Cardiff Park Advisors increased its Vanguard Mega Cap Value ETF (MGV) stake by 14% in Q1 2026, buying an estimated $111K and bringing the position to 6,070 shares worth $880K. The position accounts for 0.07% of the portfolio, ranked #129.

Cardiff Park Advisors first reported a position in MGV in Q4 2021 and has held it in 18 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Cardiff Park Advisors held 6,070 shares of Vanguard Mega Cap Value ETF worth $880K as of Q1 2026.
Cardiff Park Advisors bought 749 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $111K.
Vanguard Mega Cap Value ETF made up 0.07% of Cardiff Park Advisors's portfolio in Q1 2026, its #129 holding.
Cardiff Park Advisors first reported a position in Vanguard Mega Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.