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Cyndeo Wealth Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Cyndeo Wealth Partners’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 		$965K Sell
5,902
-26
-0.4% -$4.03K 0.05% 264
2026
Q1 		$859K Sell
5,928
-407
-6% -$60.3K 0.05% 247
2025
Q4 		$894K Sell
6,335
-1,355
-18% -$188K 0.05% 250
2025
Q3 		$1.06M Buy
7,690
+27
+0.4% +$3.61K 0.06% 225
2025
Q2 		$1.01M Buy
7,663
+173
+2% +$21.7K 0.06% 229
2025
Q1 		$965K Buy
7,490
+46
+0.6% +$5.95K 0.06% 217
2024
Q4 		$930K Buy
7,444
+24
+0.3% +$3.1K 0.06% 222
2024
Q3 		$952K Buy
7,420
+1,578
+27% +$195K 0.07% 220
2024
Q2 		$692K Buy
5,842
+2,990
+105% +$352K 0.05% 244
2024
Q1 		$341K Buy
+2,852
New +$323K 0.03% 309

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
CA
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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

Cyndeo Wealth Partners's MGV Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Vanguard Mega Cap Value ETF (MGV) stake by 0.44% in Q2 2026, selling an estimated $4.03K and leaving 5,902 shares worth $965K. The position accounts for 0.05% of the portfolio, ranked #264.

Cyndeo Wealth Partners first reported a position in MGV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2025. 132 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Cyndeo Wealth Partners held 5,902 shares of Vanguard Mega Cap Value ETF worth $965K as of Q2 2026.
  • Cyndeo Wealth Partners sold 26 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $4.03K.
  • Vanguard Mega Cap Value ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #264 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Mega Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Cyndeo Wealth Partners's Vanguard Mega Cap Value ETF position peaked at $1.06M in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.