Facet Wealth Inc’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Facet Wealth 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 Q3	$213K	Buy	+1,322	New	+$218K	﹤0.01%	441

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Facet Wealth Inc's MGV Position: Q3 2026 in Review

Facet Wealth Inc opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2026: 1,322 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

549 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Facet Wealth Inc held 1,322 shares of Vanguard Morningstar Mega Cap Value ETF worth $213K as of Q3 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Facet Wealth Inc position in Q3 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #441 holding.
549 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.