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

ETF Portfolio 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	$28.2M	Sell	172,557 -3,768	-2%	-$585K	6.71%	4
2026 Q1	$25.6M	Buy	176,325 +1,513	+0.9%	+$224K	6.71%	4
2025 Q4	$24.7M	Buy	174,812 +4,108	+2%	+$571K	6.37%	4
2025 Q3	$23.5M	Buy	170,704 +1,018	+0.6%	+$136K	6.26%	4
2025 Q2	$22.3M	Sell	169,686 -975	-0.6%	-$122K	6.17%	4
2025 Q1	$22M	Sell	170,661 -84,507	-33%	-$10.9M	6.62%	4
2024 Q4	$31.9M	Sell	255,168 -100,638	-28%	-$13M	9.57%	3
2024 Q3	$45.6M	Sell	355,806 -1,862	-0.5%	-$230K	13.5%	2
2024 Q2	$42.4M	Buy	357,668 +35,070	+11%	+$4.12M	13.27%	2
2024 Q1	$38.6M	Buy	322,598 +213,548	+196%	+$24.2M	12.22%	2
2023 Q4	$11.9M	Sell	109,050 -9	-0%	-$930	4%	11
2023 Q3	$11.1M	Buy	109,059 +4,460	+4%	+$468K	4.08%	10
2023 Q2	$10.9M	Buy	104,599 +1,849	+2%	+$188K	3.89%	11
2023 Q1	$10.4M	Buy	102,750 +6,388	+7%	+$653K	3.93%	10
2022 Q4	$9.91M	Buy	96,362 +311	+0.3%	+$31.3K	4.17%	10
2022 Q3	$8.64M	Buy	+96,051	New	+$9.43M	3.82%	10

Other funds holding MGV

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return