CGFA
MGV icon

Colton Groome Financial Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Colton Groome Financial Advisors’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 		$855K Sell
5,232
-475
-8% -$73.7K 0.21% 67
2026
Q1 		$827K Sell
5,707
-437
-7% -$64.7K 0.24% 64
2025
Q4 		$867K Sell
6,144
-1,135
-16% -$158K 0.25% 61
2025
Q3 		$1M Buy
7,279
+3,350
+85% +$448K 0.31% 57
2025
Q2 		$515K Hold
3,929
– – 0.17% 79
2025
Q1 		$486K Sell
3,929
-632
-14% -$81.7K 0.19% 72
2024
Q4 		$570K Sell
4,561
-622
-12% -$80.3K 0.22% 64
2024
Q3 		$665K Sell
5,183
-75
-1% -$9.26K 0.25% 59
2024
Q2 		$623K Sell
5,258
-25
-0.5% -$2.94K 0.25% 61
2024
Q1 		$631K Buy
5,283
+1,421
+37% +$161K 0.25% 59
2023
Q4 		$422K Buy
+3,862
New +$399K 0.18% 76
2023
Q1 		– Sell
-2,400
Closed -$247K – 131
2022
Q4 		$247K Hold
2,400
– – 0.12% 111
2022
Q3 		$216K Sell
2,400
-150
-6% -$14.7K 0.11% 108
2022
Q2 		$245K Sell
2,550
-268
-10% -$27.4K 0.12% 93
2022
Q1 		$302K Buy
2,818
+191
+7% +$20.3K 0.14% 82
2021
Q4 		$281K Sell
2,627
-666
-20% -$68.9K 0.11% 101
2021
Q3 		$322K Buy
+3,293
New +$332K 0.14% 92

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
CA
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

Colton Groome Financial Advisors's MGV Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard Mega Cap Value ETF (MGV) stake by 8.3% in Q2 2026, selling an estimated $73.7K and leaving 5,232 shares worth $855K. The position accounts for 0.21% of the portfolio, ranked #67.

Colton Groome Financial Advisors first reported a position in MGV in Q3 2021 and has held it in 17 quarters since. The position peaked at $1M in Q3 2025. 182 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Colton Groome Financial Advisors held 5,232 shares of Vanguard Mega Cap Value ETF worth $855K as of Q2 2026.
  • Colton Groome Financial Advisors sold 475 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $73.7K.
  • Vanguard Mega Cap Value ETF made up 0.21% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Colton Groome Financial Advisors first reported a position in Vanguard Mega Cap Value ETF in Q3 2021 and has held it in 17 quarters since.
  • Colton Groome Financial Advisors's Vanguard Mega Cap Value ETF position peaked at $1M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.