CAG
MGV icon

Csenge Advisory Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Csenge Advisory Group’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 		$614K Sell
3,757
-1,014
-21% -$157K 0.02% 416
2026
Q1 		$692K Buy
4,771
+23
+0.5% +$3.41K 0.03% 368
2025
Q4 		$670K Sell
4,748
-188
-4% -$26.1K 0.03% 378
2025
Q3 		$680K Sell
4,936
-911
-16% -$122K 0.03% 376
2025
Q2 		$742K Sell
5,847
-489
-8% -$61.3K 0.04% 331
2025
Q1 		$763K Buy
6,336
+577
+10% +$74.6K 0.04% 299
2024
Q4 		$719K Sell
5,759
-358
-6% -$46.2K 0.04% 347
2024
Q3 		$795K Sell
6,117
-125
-2% -$15.4K 0.04% 318
2024
Q2 		$740K Sell
6,242
-46
-0.7% -$5.41K 0.04% 315
2024
Q1 		$751K Buy
6,288
+482
+8% +$54.6K 0.04% 323
2023
Q4 		$635K Buy
5,806
+2,577
+80% +$266K 0.04% 341
2023
Q3 		$327K Buy
3,229
+441
+16% +$46.2K 0.02% 471
2023
Q2 		$289K Sell
2,788
-1,481
-35% -$151K 0.02% 511
2023
Q1 		$431K Buy
4,269
+188
+5% +$19.2K 0.03% 387
2022
Q4 		$420K Sell
4,081
-145
-3% -$14.6K 0.03% 389
2022
Q3 		$380K Buy
4,226
+1,136
+37% +$112K 0.03% 401
2022
Q2 		$297K Buy
3,090
+31
+1% +$3.17K 0.02% 453
2022
Q1 		$328K Buy
3,059
+621
+25% +$65.9K 0.03% 481
2021
Q4 		$244K Sell
2,438
-458
-16% -$47.4K 0.02% 489
2021
Q3 		$287K Buy
2,896
+458
+19% +$46.2K 0.02% 481
2021
Q2 		$244K Buy
+2,438
New +$242K 0.02% 492
2020
Q2 		– Sell
-13,510
Closed -$892K – 401
2020
Q1 		$892K Buy
13,510
+1,495
+12% +$120K 0.23% 93
2019
Q4 		$1.05M Sell
12,015
-1,342
-10% -$113K 0.27% 80
2019
Q3 		$1.09M Buy
+13,357
New +$1.07M 0.3% 64
2018
Q4 		– Sell
-320
Closed -$24K – 950
2018
Q3 		$24K Buy
+320
New +$25.2K 0.01% 368
2018
Q1 		– Sell
-6,986
Closed -$534K – 296
2017
Q4 		$534K Hold
6,986
– – 0.19% 109
2017
Q3 		$502K Buy
+6,986
New +$492K 0.2% 117

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

Csenge Advisory Group's MGV Position: Q2 2026 in Review

Csenge Advisory Group reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 21% in Q2 2026, selling an estimated $157K and leaving 3,757 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #416.

Csenge Advisory Group first reported a position in MGV in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.09M in Q3 2019. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Csenge Advisory Group held 3,757 shares of Vanguard Morningstar Mega Cap Value ETF worth $614K as of Q2 2026.
  • Csenge Advisory Group sold 1,014 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $157K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #416 holding.
  • Csenge Advisory Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2017 and has held it in 27 quarters since.
  • Csenge Advisory Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.09M in Q3 2019.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.