CFC Planning Company’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

CFC Planning Company’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	$1.64M	Buy	10,024 +770	+8%	+$119K	0.96%	36
2026 Q1	$1.34M	Buy	9,254 +1,522	+20%	+$226K	0.96%	32
2025 Q4	$1.09M	Buy	7,732 +3,565	+86%	+$496K	0.83%	32
2025 Q3	$574K	Buy	4,167 +1,424	+52%	+$190K	0.47%	45
2025 Q2	$360K	Buy	2,743 +362	+15%	+$45.4K	0.34%	50
2025 Q1	$307K	Buy	2,381 +9	+0.4%	+$1.16K	0.33%	52
2024 Q4	$296K	Buy	+2,372	New	+$306K	0.32%	52

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

CFC Planning Company's MGV Position: Q2 2026 in Review

CFC Planning Company increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 8.3% in Q2 2026, buying an estimated $119K and bringing the position to 10,024 shares worth $1.64M. The position accounts for 0.96% of the portfolio, ranked #36.

CFC Planning Company first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

CFC Planning Company held 10,024 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.64M as of Q2 2026.
CFC Planning Company bought 770 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $119K.
Vanguard Morningstar Mega Cap Value ETF made up 0.96% of CFC Planning Company's portfolio in Q2 2026, its #36 holding.
CFC Planning Company first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.