Cardiff Park Advisors’s Vanguard Morningstar 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 Q2	$997K	Buy	6,097 +27	+0.4%	+$4.19K	0.08%	117
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 $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

Cardiff Park Advisors's MGV Position: Q2 2026 in Review

Cardiff Park Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.44% in Q2 2026, buying an estimated $4.19K and bringing the position to 6,097 shares worth $997K. The position accounts for 0.08% of the portfolio, ranked #117.

Cardiff Park Advisors first reported a position in MGV in Q4 2021 and has held it in 19 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Cardiff Park Advisors held 6,097 shares of Vanguard Morningstar Mega Cap Value ETF worth $997K as of Q2 2026.
Cardiff Park Advisors bought 27 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $4.19K.
Vanguard Morningstar Mega Cap Value ETF made up 0.08% of Cardiff Park Advisors's portfolio in Q2 2026, its #117 holding.
Cardiff Park Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.