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Cresta Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Cresta 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
Q1 		$3.5M Buy
24,151
+2,007
+9% +$297K 1.43% 19
2025
Q4 		$3.13M Buy
22,144
+971
+5% +$135K 1.31% 19
2025
Q3 		$2.92M Sell
21,173
-29
-0.1% -$3.88K 1.3% 19
2025
Q2 		$2.78M Buy
21,202
+2,542
+14% +$319K 1.36% 19
2025
Q1 		$2.4M Buy
18,660
+1,755
+10% +$227K 1.25% 20
2024
Q4 		$2.17M Hold
16,905
– – 1.13% 20
2024
Q3 		$2.17M Sell
16,905
-120
-0.7% -$14.8K 1.13% 20
2024
Q2 		$2.02M Sell
17,025
-132
-0.8% -$15.5K 1.2% 21
2024
Q1 		$2.05M Buy
17,157
+11,611
+209% +$1.32M 1.3% 20
2023
Q4 		$607K Buy
5,546
+1,530
+38% +$158K 0.4% 34
2023
Q3 		$407K Buy
+4,016
New +$421K 0.32% 36

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cresta Advisors's MGV Position: Q1 2026 in Review

Cresta Advisors increased its Vanguard Mega Cap Value ETF (MGV) stake by 9.1% in Q1 2026, buying an estimated $297K and bringing the position to 24,151 shares worth $3.5M. The position accounts for 1.43% of the portfolio, ranked #19.

Cresta Advisors first reported a position in MGV in Q3 2023 and has held it in 11 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Cresta Advisors held 24,151 shares of Vanguard Mega Cap Value ETF worth $3.5M as of Q1 2026.
  • Cresta Advisors bought 2,007 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $297K.
  • Vanguard Mega Cap Value ETF made up 1.43% of Cresta Advisors's portfolio in Q1 2026, its #19 holding.
  • Cresta Advisors first reported a position in Vanguard Mega Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.