Certified Advisory Corp
MGV icon

Certified Advisory Corp’s Vanguard Morningstar 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
Q3 		$277K Sell
1,721
-229
-12% -$37.8K 0.02% 279
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Certified Advisory Corp's MGV Position: Q3 2026 in Review

Certified Advisory Corp reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 12% in Q3 2026, selling an estimated $37.8K and leaving 1,721 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #279.

Certified Advisory Corp first reported a position in MGV in Q4 2019 and has held it in 17 quarters since. The position peaked at $321K in Q3 2024. 355 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

  • Certified Advisory Corp held 1,721 shares of Vanguard Morningstar Mega Cap Value ETF worth $277K as of Q3 2026.
  • Certified Advisory Corp sold 229 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $37.8K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #279 holding.
  • Certified Advisory Corp first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2019 and has held it in 17 quarters since.
  • Certified Advisory Corp's Vanguard Morningstar Mega Cap Value ETF position peaked at $321K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.