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Custom Index Systems’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Custom Index Systems’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
Q3 		– Sell
-3,785
Closed -$497K – 276
2025
Q2 		$497K Sell
3,785
-258
-6% -$32.4K 0.24% 135
2025
Q1 		$521K Buy
+4,043
New +$523K 0.26% 109

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Bank of America
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Custom Index Systems's MGV Position: Q3 2025 in Review

Custom Index Systems sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2025, closing a stake of 3,785 shares — an estimated $497K sold.

Custom Index Systems first reported a position in MGV in Q1 2025 and held it in 2 quarters. The position peaked at $521K in Q1 2025. 507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

  • Custom Index Systems reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Custom Index Systems sold 3,785 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2025, an estimated $497K.
  • Custom Index Systems first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • Custom Index Systems's Vanguard Morningstar Mega Cap Value ETF position peaked at $521K in Q1 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on Custom Index Systems's 13F filing for Q3 2025, filed 29 Oct 2025.