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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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cresta Advisors's MGV Position: Q2 2026 in Review

Cresta Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 7.1% in Q2 2026, selling an estimated $266K and leaving 22,438 shares worth $3.67M. The position accounts for 1.32% of the portfolio, ranked #19.

Cresta Advisors first reported a position in MGV in Q3 2023 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Cresta Advisors held 22,438 shares of Vanguard Morningstar Mega Cap Value ETF worth $3.67M as of Q2 2026.
  • Cresta Advisors sold 1,713 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $266K.
  • Vanguard Morningstar Mega Cap Value ETF made up 1.32% of Cresta Advisors's portfolio in Q2 2026, its #19 holding.
  • Cresta Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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