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Diversify Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Diversify Wealth Management’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 		$5.86M Buy
35,591
+3,160
+10% +$490K 0.1% 198
2026
Q1 		$4.88M Buy
+32,431
New +$4.81M 0.09% 210

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

Diversify Wealth Management's MGV Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 9.7% in Q2 2026, buying an estimated $490K and bringing the position to 35,591 shares worth $5.86M. The position accounts for 0.1% of the portfolio, ranked #198.

Diversify Wealth Management first reported a position in MGV in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Diversify Wealth Management held 35,591 shares of Vanguard Morningstar Mega Cap Value ETF worth $5.86M as of Q2 2026.
  • Diversify Wealth Management bought 3,160 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $490K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.1% of Diversify Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Diversify Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.