Crumly & Associates’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Crumly & Associates’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	$12.5M	Buy	76,747 +5,382	+8%	+$835K	2.4%	13
2026 Q1	$10.3M	Sell	71,365 -28,804	-29%	-$4.27M	2.17%	13
2025 Q4	$14.1M	Sell	100,169 -10,643	-10%	-$1.48M	2.97%	6
2025 Q3	$15.3M	Buy	110,812 +9,954	+10%	+$1.33M	3.34%	5
2025 Q2	$13.2M	Buy	100,858 +14,779	+17%	+$1.85M	3.22%	7
2025 Q1	$11.1M	Buy	+86,079	New	+$11.1M	3.06%	5

Other funds holding MGV

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Crumly & Associates's MGV Position: Q2 2026 in Review

Crumly & Associates increased its Vanguard Mega Cap Value ETF (MGV) stake by 7.5% in Q2 2026, buying an estimated $835K and bringing the position to 76,747 shares worth $12.5M. The position accounts for 2.4% of the portfolio, ranked #13.

Crumly & Associates first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.3M in Q3 2025. 106 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Crumly & Associates held 76,747 shares of Vanguard Mega Cap Value ETF worth $12.5M as of Q2 2026.
Crumly & Associates bought 5,382 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $835K.
Vanguard Mega Cap Value ETF made up 2.4% of Crumly & Associates's portfolio in Q2 2026, its #13 holding.
Crumly & Associates first reported a position in Vanguard Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Crumly & Associates's Vanguard Mega Cap Value ETF position peaked at $15.3M in Q3 2025.
106 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.