Clear Creek Financial Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Clear Creek Financial 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	$265K	Hold	1,619	–	–	0.02%	557
2026 Q1	$235K	Hold	1,619	–	–	0.02%	546
2025 Q4	$229K	Hold	1,619	–	–	0.02%	535
2025 Q3	$223K	Sell	1,619 -808	-33%	-$108K	0.02%	527
2025 Q2	$318K	Sell	2,427 -2,798	-54%	-$351K	0.03%	426
2025 Q1	$673K	Buy	5,225 +1,585	+44%	+$205K	0.07%	263
2024 Q4	$455K	Buy	3,640 +1,833	+101%	+$237K	0.05%	309
2024 Q3	$232K	Buy	+1,807	New	+$223K	0.03%	406

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

Clear Creek Financial Management's MGV Position: Q2 2026 in Review

Clear Creek Financial Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 1,619 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #557.

Clear Creek Financial Management first reported a position in MGV in Q3 2024 and has held it in 8 quarters since. The position peaked at $673K in Q1 2025. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Clear Creek Financial Management held 1,619 shares of Vanguard Morningstar Mega Cap Value ETF worth $265K as of Q2 2026.
Clear Creek Financial Management 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 Clear Creek Financial Management's portfolio in Q2 2026, its #557 holding.
Clear Creek Financial Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Clear Creek Financial Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $673K in Q1 2025.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.