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Cary Street Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Cary Street 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 		$1.56M Sell
9,543
-6
-0.1% -$931 0.03% 411
2026
Q1 		$1.38M Sell
9,549
-69
-0.7% -$10.2K 0.03% 379
2025
Q4 		$1.36M Sell
9,618
-120
-1% -$16.7K 0.03% 390
2025
Q3 		$1.34M Sell
9,738
-618
-6% -$82.7K 0.03% 377
2025
Q2 		$1.36M Sell
10,356
-683
-6% -$85.7K 0.04% 369
2025
Q1 		$1.42M Sell
11,039
-280
-2% -$36.2K 0.05% 332
2024
Q4 		$1.41M Buy
+11,319
New +$1.46M 0.05% 332

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
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BWM
Braeburn Wealth Management Muskegon, Michigan $233M AUM
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Cary Street Partners's MGV Position: Q2 2026 in Review

Cary Street Partners reduced its Vanguard Mega Cap Value ETF (MGV) stake by 0.06% in Q2 2026, selling an estimated $931 and leaving 9,543 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #411.

Cary Street Partners first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Cary Street Partners held 9,543 shares of Vanguard Mega Cap Value ETF worth $1.56M as of Q2 2026.
  • Cary Street Partners sold 6 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $931.
  • Vanguard Mega Cap Value ETF made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #411 holding.
  • Cary Street Partners first reported a position in Vanguard Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 137 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.