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

Crewe 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
2025 Q2	–	Sell	-4,265	Closed	-$550K	–	809
2025 Q1	$550K	Hold	4,265	–	–	0.08%	74
2024 Q4	$533K	Hold	4,265	–	–	0.07%	75
2024 Q3	$547K	Buy	+4,265	New	+$527K	0.06%	79
2023 Q3	–	Sell	-8	Closed	-$831	–	792
2023 Q2	$831	Hold	8	–	–	﹤0.01%	595
2023 Q1	$809	Buy	+8	New	+$818	﹤0.01%	766

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Crewe Advisors's MGV Position: Q2 2025 in Review

Crewe Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2025, closing a stake of 4,265 shares — an estimated $550K sold.

Crewe Advisors first reported a position in MGV in Q1 2023 and held it in 5 quarters. The position peaked at $550K in Q1 2025. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

Crewe Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Crewe Advisors sold 4,265 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2025, an estimated $550K.
Crewe Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2023 and held it in 5 quarters.
Crewe Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $550K in Q1 2025.
495 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.