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Farmers & Merchants Investments Inc’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Farmers & Merchants Investments 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 		$174K Hold
1,066
– – ﹤0.01% 333
2026
Q1 		$155K Sell
1,066
-27
-2% -$4K ﹤0.01% 330
2025
Q4 		$154K Hold
1,093
– – ﹤0.01% 321
2025
Q3 		$151K Hold
1,093
– – ﹤0.01% 323
2025
Q2 		$143K Hold
1,093
– – ﹤0.01% 334
2025
Q1 		$141K Sell
1,093
-38
-3% -$4.91K ﹤0.01% 337
2024
Q4 		$141K Sell
1,131
-69
-6% -$8.91K ﹤0.01% 338
2024
Q3 		$154K Hold
1,200
– – ﹤0.01% 335
2024
Q2 		$142K Hold
1,200
– – ﹤0.01% 325
2024
Q1 		$143K Sell
1,200
-215
-15% -$24.4K ﹤0.01% 313
2023
Q4 		$155K Sell
1,415
-106
-7% -$11K 0.01% 300
2023
Q3 		$154K Sell
1,521
-48
-3% -$5.03K 0.01% 301
2023
Q2 		$163K Sell
1,569
-599
-28% -$60.9K 0.01% 302
2023
Q1 		$219K Hold
2,168
– – 0.01% 280
2022
Q4 		$223K Hold
2,168
– – 0.01% 278
2022
Q3 		$195K Sell
2,168
-497
-19% -$48.8K 0.01% 285
2022
Q2 		$256K Sell
2,665
-106
-4% -$10.9K 0.01% 263
2022
Q1 		$297K Hold
2,771
– – 0.01% 264
2021
Q4 		$296K Sell
2,771
-250
-8% -$25.9K 0.01% 266
2021
Q3 		$296K Hold
3,021
– – 0.01% 260
2021
Q2 		$301K Sell
3,021
-32
-1% -$3.18K 0.01% 223
2021
Q1 		$291K Sell
3,053
-63
-2% -$5.73K 0.01% 219
2020
Q4 		$271K Hold
3,116
– – 0.01% 217
2020
Q3 		$239K Hold
3,116
– – 0.01% 217
2020
Q2 		$228K Sell
3,116
-356
-10% -$25.8K 0.01% 214
2020
Q1 		$229K Sell
3,472
-1,910
-35% -$153K 0.02% 208
2019
Q4 		$469K Buy
5,382
+172
+3% +$14.4K 0.03% 191
2019
Q3 		$424K Buy
5,210
+116
+2% +$9.32K 0.03% 195
2019
Q2 		$410K Sell
5,094
-511
-9% -$40.5K 0.03% 197
2019
Q1 		$437K Sell
5,605
-111
-2% -$8.48K 0.03% 190
2018
Q4 		$409K Sell
5,716
-416
-7% -$31.8K 0.03% 185
2018
Q3 		$491K Sell
6,132
-27
-0.4% -$2.12K 0.03% 187
2018
Q2 		$458K Sell
6,159
-571
-8% -$42.9K 0.03% 188
2018
Q1 		$498K Sell
6,730
-1,668
-20% -$129K 0.04% 187
2017
Q4 		$642K Sell
8,398
-255
-3% -$18.9K 0.05% 178
2017
Q3 		$621K Sell
8,653
-421
-5% -$29.6K 0.05% 177
2017
Q2 		$629K Sell
9,074
-44
-0.5% -$3.02K 0.05% 178
2017
Q1 		$625K Sell
9,118
-597
-6% -$40.9K 0.06% 177
2016
Q4 		$652K Sell
9,715
-1,004
-9% -$64.8K 0.06% 183
2016
Q3 		$672K Sell
10,719
-1,353
-11% -$85.2K 0.07% 164
2016
Q2 		$743K Sell
12,072
-17,435
-59% -$1.06M 0.08% 158
2016
Q1 		$1.76M Sell
29,507
-1,717
-5% -$97.6K 0.2% 131
2015
Q4 		$1.84M Buy
31,224
+604
+2% +$35.7K 0.23% 125
2015
Q3 		$1.69M Buy
30,620
+1,723
+6% +$101K 0.23% 121
2015
Q2 		$1.73M Sell
28,897
-740
-2% -$45.2K 0.22% 127
2015
Q1 		$1.77M Sell
29,637
-509
-2% -$30.6K 0.22% 127
2014
Q4 		$1.83M Buy
30,146
+812
+3% +$48.3K 0.23% 126
2014
Q3 		$1.72M Sell
29,334
-1,726
-6% -$102K 0.23% 123
2014
Q2 		$1.81M Buy
31,060
+986
+3% +$56.2K 0.24% 121
2014
Q1 		$1.69M Buy
30,074
+1,488
+5% +$81.1K 0.24% 120
2013
Q4 		$1.57M Buy
28,586
+1,943
+7% +$103K 0.23% 121
2013
Q3 		$1.34M Buy
26,643
+1,648
+7% +$84K 0.21% 127
2013
Q2 		$1.23M Buy
+24,995
New +$1.22M 0.19% 130

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Farmers & Merchants Investments Inc's MGV Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 1,066 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Farmers & Merchants Investments Inc first reported a position in MGV in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.84M in Q4 2015. 441 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Farmers & Merchants Investments Inc held 1,066 shares of Vanguard Morningstar Mega Cap Value ETF worth $174K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #333 holding.
  • Farmers & Merchants Investments Inc first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Farmers & Merchants Investments Inc's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.84M in Q4 2015.
  • 441 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.