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

Empirical 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	$21.1M	Buy	129,222 +7,794	+6%	+$1.21M	0.31%	64
2026 Q1	$17.6M	Buy	121,428 +2,916	+2%	+$432K	0.3%	61
2025 Q4	$16.7M	Buy	118,512 +5,342	+5%	+$743K	0.3%	61
2025 Q3	$15.6M	Buy	113,170 +12,507	+12%	+$1.67M	0.31%	65
2025 Q2	$13.2M	Sell	100,663 -1,012	-1%	-$127K	0.3%	67
2025 Q1	$13.1M	Buy	101,675 +5,291	+5%	+$684K	0.34%	58
2024 Q4	$12M	Buy	96,384 +3,541	+4%	+$457K	0.33%	64
2024 Q3	$11.9M	Sell	92,843 -3,496	-4%	-$432K	0.33%	62
2024 Q2	$11.4M	Buy	96,339 +5,348	+6%	+$629K	0.34%	59
2024 Q1	$10.9M	Buy	90,991 +11,073	+14%	+$1.25M	0.33%	60
2023 Q4	$8.74M	Buy	79,918 +9,571	+14%	+$989K	0.29%	68
2023 Q3	$7.13M	Buy	70,347 +13,632	+24%	+$1.43M	0.28%	73
2023 Q2	$5.88M	Buy	56,715 +7,670	+16%	+$780K	0.24%	88
2023 Q1	$4.95M	Buy	49,045 +3,162	+7%	+$323K	0.21%	86
2022 Q4	$4.72M	Buy	45,883 +8,362	+22%	+$841K	0.22%	84
2022 Q3	$3.37M	Sell	37,521 -1,089	-3%	-$107K	0.18%	95
2022 Q2	$3.71M	Sell	38,610 -4,503	-10%	-$461K	0.19%	88
2022 Q1	$4.63M	Sell	43,113 -219	-0.5%	-$23.2K	0.23%	72
2021 Q4	$4.63M	Sell	43,332 -528	-1%	-$54.6K	0.23%	76
2021 Q3	$4.29M	Buy	43,860 +3,008	+7%	+$304K	0.24%	75
2021 Q2	$4.07M	Buy	40,852 +3,673	+10%	+$365K	0.25%	70
2021 Q1	$3.54M	Buy	37,179 +12,874	+53%	+$1.17M	0.28%	64
2020 Q4	$2.11M	Buy	24,305 +13,327	+121%	+$1.09M	0.16%	90
2020 Q3	$842K	Buy	+10,978	New	+$843K	0.07%	155

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

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

Empirical Wealth Management increased its Vanguard Mega Cap Value ETF (MGV) stake by 6.4% in Q2 2026, buying an estimated $1.21M and bringing the position to 129,222 shares worth $21.1M. The position accounts for 0.31% of the portfolio, ranked #64.

Empirical Wealth Management first reported a position in MGV in Q3 2020 and has held it in 24 quarters since. 91 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Empirical Wealth Management held 129,222 shares of Vanguard Mega Cap Value ETF worth $21.1M as of Q2 2026.
Empirical Wealth Management bought 7,794 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $1.21M.
Vanguard Mega Cap Value ETF made up 0.31% of Empirical Wealth Management's portfolio in Q2 2026, its #64 holding.
Empirical Wealth Management first reported a position in Vanguard Mega Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
91 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.