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Clarity Financial’s Vanguard Morningstar 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
Q2 		$286K Hold
1,750
– – 0.02% 103
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 $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarity Financial's MGV Position: Q2 2026 in Review

Clarity Financial held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 1,750 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #103.

Clarity Financial first reported a position in MGV in Q3 2021 and has held it in 3 quarters since. The position peaked at $2.33M in Q3 2021. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Clarity Financial held 1,750 shares of Vanguard Morningstar Mega Cap Value ETF worth $286K as of Q2 2026.
  • Clarity Financial left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Clarity Financial's portfolio in Q2 2026, its #103 holding.
  • Clarity Financial first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2021 and has held it in 3 quarters since.
  • Clarity Financial's Vanguard Morningstar Mega Cap Value ETF position peaked at $2.33M in Q3 2021.
  • 606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.