Clarity Asset Management’s Vanguard 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

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

BWM

Braeburn Wealth Management Muskegon, Michigan $233M AUM

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

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

Clarity Asset Management sold out of Vanguard 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. 182 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

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

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