CX Institutional’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

CX Institutional’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 Q4	–	Sell	-123	Closed	-$17K	–	1567
2025 Q3	$17K	Hold	123	–	–	﹤0.01%	1124
2025 Q2	$16K	Hold	123	–	–	﹤0.01%	990
2025 Q1	$16K	Buy	+123	New	+$15.9K	﹤0.01%	969
2023 Q2	–	Sell	-23,793	Closed	-$2.42M	–	525
2023 Q1	$2.42M	Sell	23,793 -14,464	-38%	-$1.48M	0.13%	201
2022 Q4	$3.93M	Buy	+38,257	New	+$3.85M	0.24%	115

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 22.9% 1-Year Est. Return

MFG

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

CX Institutional's MGV Position: Q4 2025 in Review

CX Institutional sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2025, closing a stake of 123 shares — an estimated $17K sold.

CX Institutional first reported a position in MGV in Q4 2022 and held it in 5 quarters. The position peaked at $3.93M in Q4 2022. 546 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

CX Institutional reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 123 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $17K.
CX Institutional first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and held it in 5 quarters.
CX Institutional's Vanguard Morningstar Mega Cap Value ETF position peaked at $3.93M in Q4 2022.
546 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.