Clarity Asset Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Clarity Asset Management’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	–	Sell	-74	Closed	-$10.7K	–	196
2026 Q1	$10.7K	Sell	74 -740	-91%	-$110K	0.01%	224
2025 Q4	$115K	Buy	814 +1	+0.1%	+$139	0.06%	58
2025 Q3	$112K	Buy	813 +224	+38%	+$30K	0.06%	58
2025 Q2	$77.3K	Buy	589 +514	+685%	+$64.5K	0.05%	71
2025 Q1	$9.69K	Sell	75 -229	-75%	-$29.6K	0.01%	171
2024 Q4	$37.9K	Sell	304 -68	-18%	-$8.78K	0.02%	112
2024 Q3	$47.7K	Sell	372 -22	-6%	-$2.72K	0.03%	81
2024 Q2	$46.7K	Sell	394 -4	-1%	-$470	0.03%	79
2024 Q1	$47.6K	Buy	+398	New	+$45.1K	0.03%	85

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

Clarity Asset Management's MGV Position: Q2 2026 in Review

Clarity Asset Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 74 shares — an estimated $10.7K sold.

Clarity Asset Management first reported a position in MGV in Q1 2024 and held it in 9 quarters. The position peaked at $115K in Q4 2025. 602 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Clarity Asset Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 74 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $10.7K.
Clarity Asset Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and held it in 9 quarters.
Clarity Asset Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $115K in Q4 2025.
602 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.