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Clarity Financial’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Clarity Financial’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 		$254K Buy
+1,750
New +$259K 0.03% 94
2021
Q4 		– Sell
-23,804
Closed -$2.33M – 112
2021
Q3 		$2.33M Buy
+23,804
New +$2.4M 0.38% 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

Clarity Financial's MGV Position: Q1 2026 in Review

Clarity Financial opened a new position in Vanguard Mega Cap Value ETF (MGV) in Q1 2026: 1,750 shares worth $254K. The stake represents 0.03% of the portfolio and ranks #94 among its holdings. This is a return to the name: Clarity Financial previously reported a position in MGV as recently as Q3 2021.

Clarity Financial first reported a position in MGV in Q3 2021 and has held it in 2 quarters since. The position peaked at $2.33M in Q3 2021. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Clarity Financial held 1,750 shares of Vanguard Mega Cap Value ETF worth $254K as of Q1 2026.
  • Vanguard Mega Cap Value ETF was a new Clarity Financial position in Q1 2026.
  • Vanguard Mega Cap Value ETF made up 0.03% of Clarity Financial's portfolio in Q1 2026, its #94 holding.
  • Clarity Financial first reported a position in Vanguard Mega Cap Value ETF in Q3 2021 and has held it in 2 quarters since.
  • Clarity Financial's Vanguard Mega Cap Value ETF position peaked at $2.33M in Q3 2021.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Clarity Financial's 13F filing for Q1 2026, filed 4 May 2026.