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CFC Planning Company’s Vanguard 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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFC Planning Company's MGV Position: Q1 2026 in Review

CFC Planning Company increased its Vanguard Mega Cap Value ETF (MGV) stake by 20% in Q1 2026, buying an estimated $226K and bringing the position to 9,254 shares worth $1.34M. The position accounts for 0.96% of the portfolio, ranked #32.

CFC Planning Company first reported a position in MGV in Q4 2024 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • CFC Planning Company held 9,254 shares of Vanguard Mega Cap Value ETF worth $1.34M as of Q1 2026.
  • CFC Planning Company bought 1,522 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $226K.
  • Vanguard Mega Cap Value ETF made up 0.96% of CFC Planning Company's portfolio in Q1 2026, its #32 holding.
  • CFC Planning Company first reported a position in Vanguard Mega Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.