EI
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Ethic Inc’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Ethic Inc’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 		$225K Buy
+1,376
New +$213K ﹤0.01% 1243

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return
BWM
Braeburn Wealth Management Muskegon, Michigan $233M AUM

Ethic Inc's MGV Position: Q2 2026 in Review

Ethic Inc opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,376 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1243 among its holdings.

250 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Ethic Inc held 1,376 shares of Vanguard Morningstar Mega Cap Value ETF worth $225K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF was a new Ethic Inc position in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1243 holding.
  • 250 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.