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Farther Finance Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Farther Finance Advisors’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 		$2.2M Buy
13,645
+767
+6% +$127K 0.02% 725
2026
Q2 		$2.1M Buy
12,878
+8,026
+165% +$1.25M 0.02% 716
2026
Q1 		$705K Sell
4,852
-389
-7% -$57.6K 0.01% 1179
2025
Q4 		$740K Buy
5,241
+119
+2% +$16.5K 0.01% 1069
2025
Q3 		$706K Sell
5,122
-1,495
-23% -$200K 0.01% 900
2025
Q2 		$868K Sell
6,617
-3,733
-36% -$468K 0.02% 658
2025
Q1 		$1.33M Buy
10,350
+8,060
+352% +$1.04M 0.03% 410
2024
Q4 		$286K Sell
2,290
-57
-2% -$7.36K 0.01% 827
2024
Q3 		$301K Buy
2,347
+2,253
+2,397% +$278K 0.01% 825
2024
Q2 		$11.1K Hold
94
– – ﹤0.01% 2037
2024
Q1 		$11.1K Buy
94
+1
+1% +$113 ﹤0.01% 1715
2023
Q4 		$10.2K Buy
93
+57
+158% +$5.89K ﹤0.01% 1598
2023
Q3 		$3.67K Buy
+36
New +$3.77K ﹤0.01% 1627

Other funds holding MGV

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors's MGV Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 6% in Q3 2026, buying an estimated $127K and bringing the position to 13,645 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #725.

Farther Finance Advisors first reported a position in MGV in Q3 2023 and has held it in 13 quarters since. 24 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

  • Farther Finance Advisors held 13,645 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.2M as of Q3 2026.
  • Farther Finance Advisors bought 767 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $127K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #725 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2023 and has held it in 13 quarters since.
  • 24 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.