Causey Wealth LLC’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Causey Wealth LLC’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	$1.78M	Sell	10,895 -411	-4%	-$63.8K	0.7%	32
2026 Q1	$1.64M	Buy	11,306 +612	+6%	+$90.7K	0.7%	33
2025 Q4	$1.51M	Sell	10,694 -756	-7%	-$105K	0.69%	33
2025 Q3	$1.58M	Buy	11,450 +75	+0.7%	+$10K	0.77%	31
2025 Q2	$1.49M	Hold	11,375	–	–	0.77%	31
2025 Q1	$1.47M	Buy	11,375 +39	+0.3%	+$5.04K	0.82%	30
2024 Q4	$1.42M	Buy	+11,336	New	+$1.46M	0.83%	31

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

Causey Wealth LLC's MGV Position: Q2 2026 in Review

Causey Wealth LLC reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 3.6% in Q2 2026, selling an estimated $63.8K and leaving 10,895 shares worth $1.78M. The position accounts for 0.7% of the portfolio, ranked #32.

Causey Wealth LLC first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Causey Wealth LLC held 10,895 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.78M as of Q2 2026.
Causey Wealth LLC sold 411 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $63.8K.
Vanguard Morningstar Mega Cap Value ETF made up 0.7% of Causey Wealth LLC's portfolio in Q2 2026, its #32 holding.
Causey Wealth LLC first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.