Cornerstone Financial Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Cornerstone Financial Group’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	$1.03M	Sell	6,295 -156	-2%	-$24.2K	0.63%	32
2026 Q1	$981K	Sell	6,451 -575	-8%	-$85.2K	0.63%	32
2025 Q4	$992K	Buy	7,026 +27	+0.4%	+$3.75K	0.69%	32
2025 Q3	$964K	Buy	6,999 +568	+9%	+$76K	0.75%	33
2025 Q2	$844K	Buy	6,431 +1,099	+21%	+$138K	0.72%	34
2025 Q1	$677K	Buy	5,332 +542	+11%	+$70.1K	0.61%	40
2024 Q4	$598K	Buy	+4,790	New	+$618K	0.59%	41

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cornerstone Financial Group's MGV Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.4% in Q2 2026, selling an estimated $24.2K and leaving 6,295 shares worth $1.03M. The position accounts for 0.63% of the portfolio, ranked #32.

Cornerstone Financial Group first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Cornerstone Financial Group held 6,295 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.03M as of Q2 2026.
Cornerstone Financial Group sold 156 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $24.2K.
Vanguard Morningstar Mega Cap Value ETF made up 0.63% of Cornerstone Financial Group's portfolio in Q2 2026, its #32 holding.
Cornerstone Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
458 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.