CFO
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CVA Family Office’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

CVA Family Office’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 		$4.57M Sell
27,958
-133
-0.5% -$20.6K 0.41% 46
2026
Q1 		$4.07M Sell
28,091
-75
-0.3% -$11.1K 0.43% 46
2025
Q4 		$3.98M Buy
28,166
+74
+0.3% +$10.3K 0.46% 47
2025
Q3 		$3.87M Buy
28,092
+638
+2% +$85.3K 0.5% 45
2025
Q2 		$3.6M Hold
27,454
– – 0.51% 44
2025
Q1 		$3.54M Sell
27,454
-922
-3% -$119K 0.54% 41
2024
Q4 		$3.54M Sell
28,376
-600
-2% -$77.4K 0.56% 39
2024
Q3 		$3.72M Sell
28,976
-899
-3% -$111K 0.6% 38
2024
Q2 		$3.54M Sell
29,875
-2,678
-8% -$315K 0.64% 36
2024
Q1 		$3.89M Sell
32,553
-610
-2% -$69.1K 0.7% 32
2023
Q4 		$3.63M Sell
33,163
-62
-0.2% -$6.41K 0.71% 31
2023
Q3 		$3.37M Sell
33,225
-989
-3% -$104K 0.77% 32
2023
Q2 		$3.55M Sell
34,214
-2,753
-7% -$280K 0.74% 31
2023
Q1 		$3.73M Buy
36,967
+1,485
+4% +$152K 0.83% 27
2022
Q4 		$3.65M Buy
35,482
+1,662
+5% +$167K 0.89% 27
2022
Q3 		$3.04M Buy
33,820
+22,630
+202% +$2.22M 0.83% 33
2022
Q2 		$1.08M Buy
11,190
+8,820
+372% +$903K 0.29% 56
2022
Q1 		$254K Buy
+2,370
New +$251K 0.06% 153

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

CVA Family Office's MGV Position: Q2 2026 in Review

CVA Family Office reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.47% in Q2 2026, selling an estimated $20.6K and leaving 27,958 shares worth $4.57M. The position accounts for 0.41% of the portfolio, ranked #46.

CVA Family Office first reported a position in MGV in Q1 2022 and has held it in 18 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • CVA Family Office held 27,958 shares of Vanguard Morningstar Mega Cap Value ETF worth $4.57M as of Q2 2026.
  • CVA Family Office sold 133 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $20.6K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.41% of CVA Family Office's portfolio in Q2 2026, its #46 holding.
  • CVA Family Office first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.