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

Comprehensive Financial Planning’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	$659K	Buy	4,549 +25	+0.6%	+$3.7K	0.46%	55
2025 Q4	$639K	Buy	4,524 +48	+1%	+$6.67K	0.42%	55
2025 Q3	$616K	Buy	4,476 +318	+8%	+$42.5K	0.42%	53
2025 Q2	$546K	Buy	4,158 +2,805	+207%	+$352K	0.43%	56
2025 Q1	$174K	Buy	1,353 +7	+0.5%	+$905	0.17%	85
2024 Q4	$168K	Buy	+1,346	New	+$174K	0.14%	95

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comprehensive Financial Planning's MGV Position: Q1 2026 in Review

Comprehensive Financial Planning increased its Vanguard Mega Cap Value ETF (MGV) stake by 0.55% in Q1 2026, buying an estimated $3.7K and bringing the position to 4,549 shares worth $659K. The position accounts for 0.46% of the portfolio, ranked #55.

Comprehensive Financial Planning first reported a position in MGV in Q4 2024 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Comprehensive Financial Planning held 4,549 shares of Vanguard Mega Cap Value ETF worth $659K as of Q1 2026.
Comprehensive Financial Planning bought 25 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $3.7K.
Vanguard Mega Cap Value ETF made up 0.46% of Comprehensive Financial Planning's portfolio in Q1 2026, its #55 holding.
Comprehensive Financial Planning first reported a position in Vanguard Mega Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.