Cresta Advisors’s Vanguard Morningstar 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 Q3	$4.32M	Buy	26,825 +4,387	+20%	+$725K	1.88%	15
2026 Q2	$3.67M	Sell	22,438 -1,713	-7%	-$266K	1.32%	19
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 Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Cresta Advisors's MGV Position: Q3 2026 in Review

Cresta Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 20% in Q3 2026, buying an estimated $725K and bringing the position to 26,825 shares worth $4.32M. The position accounts for 1.88% of the portfolio, ranked #15.

Cresta Advisors first reported a position in MGV in Q3 2023 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Cresta Advisors held 26,825 shares of Vanguard Morningstar Mega Cap Value ETF worth $4.32M as of Q3 2026.
Cresta Advisors bought 4,387 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $725K.
Vanguard Morningstar Mega Cap Value ETF made up 1.88% of Cresta Advisors's portfolio in Q3 2026, its #15 holding.
Cresta Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2023 and has held it in 13 quarters since.
159 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.