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Certified Advisory Corp’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Certified Advisory Corp’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 		$319K Sell
1,950
-147
-7% -$22.8K 0.03% 265
2026
Q1 		$304K Sell
2,097
-61
-3% -$9.04K 0.03% 264
2025
Q4 		$305K Buy
2,158
+2
+0.1% +$278 0.03% 266
2025
Q3 		$297K Buy
2,156
+8
+0.4% +$1.07K 0.03% 268
2025
Q2 		$282K Sell
2,148
-52
-2% -$6.52K 0.03% 260
2025
Q1 		$283K Sell
2,200
-314
-12% -$40.6K 0.03% 246
2024
Q4 		$314K Buy
2,514
+10
+0.4% +$1.29K 0.03% 243
2024
Q3 		$321K Buy
2,504
+40
+2% +$4.94K 0.04% 238
2024
Q2 		$292K Buy
2,464
+189
+8% +$22.2K 0.04% 237
2024
Q1 		$272K Buy
2,275
+161
+8% +$18.2K 0.04% 233
2023
Q4 		$231K Buy
2,114
+12
+0.6% +$1.24K 0.04% 243
2023
Q3 		$213K Buy
+2,102
New +$220K 0.04% 221
2021
Q2 		– Sell
-886
Closed -$84K – 522
2021
Q1 		$84K Buy
+886
New +$80.6K 0.02% 280
2020
Q2 		$60K Buy
823
+3
+0.4% +$217 0.02% 278
2020
Q1 		$54K Buy
820
+219
+36% +$17.5K 0.02% 263
2019
Q4 		$52K Buy
+601
New +$50.4K 0.02% 311

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
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
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Certified Advisory Corp's MGV Position: Q2 2026 in Review

Certified Advisory Corp reduced its Vanguard Mega Cap Value ETF (MGV) stake by 7% in Q2 2026, selling an estimated $22.8K and leaving 1,950 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #265.

Certified Advisory Corp first reported a position in MGV in Q4 2019 and has held it in 16 quarters since. The position peaked at $321K in Q3 2024. 111 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Certified Advisory Corp held 1,950 shares of Vanguard Mega Cap Value ETF worth $319K as of Q2 2026.
  • Certified Advisory Corp sold 147 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $22.8K.
  • Vanguard Mega Cap Value ETF made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #265 holding.
  • Certified Advisory Corp first reported a position in Vanguard Mega Cap Value ETF in Q4 2019 and has held it in 16 quarters since.
  • Certified Advisory Corp's Vanguard Mega Cap Value ETF position peaked at $321K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.