Empirical Wealth Management’s Vanguard Morningstar 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

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

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empirical Wealth Management increased its Vanguard Morningstar 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. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Empirical Wealth Management held 129,222 shares of Vanguard Morningstar Mega Cap Value ETF worth $21.1M as of Q2 2026.
Empirical Wealth Management bought 7,794 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $1.21M.
Vanguard Morningstar 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 Morningstar Mega Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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