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Farther Finance Advisors’s Vanguard 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
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

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Farther Finance Advisors's MGV Position: Q1 2026 in Review

Farther Finance Advisors reduced its Vanguard Mega Cap Value ETF (MGV) stake by 7.4% in Q1 2026, selling an estimated $57.6K and leaving 4,852 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #1179.

Farther Finance Advisors first reported a position in MGV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q1 2025. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Farther Finance Advisors held 4,852 shares of Vanguard Mega Cap Value ETF worth $705K as of Q1 2026.
  • Farther Finance Advisors sold 389 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $57.6K.
  • Vanguard Mega Cap Value ETF made up 0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1179 holding.
  • Farther Finance Advisors first reported a position in Vanguard Mega Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Vanguard Mega Cap Value ETF position peaked at $1.33M in Q1 2025.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.