Financial Avengers’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Financial Avengers’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	$14.6K	Hold	101	–	–	0.01%	101
2025 Q4	$14.2K	Hold	101	–	–	0.01%	100
2025 Q3	$13.9K	Hold	101	–	–	0.01%	99
2025 Q2	$13.2K	Hold	101	–	–	0.01%	97
2025 Q1	$13K	Sell	101 -100	-50%	-$12.9K	0.01%	104
2024 Q4	$25.1K	Hold	201	–	–	0.01%	87
2024 Q3	$25.8K	Sell	201 -100	-33%	-$12.3K	0.01%	93
2024 Q2	$35.7K	Hold	301	–	–	0.02%	70
2024 Q1	$35.8K	Hold	301	–	–	0.02%	68
2023 Q4	$32.9K	Hold	301	–	–	0.02%	70
2023 Q3	$30.5K	Hold	301	–	–	0.02%	75
2023 Q2	$31.2K	Hold	301	–	–	0.02%	72
2023 Q1	$30.4K	Hold	301	–	–	0.02%	72
2022 Q4	$30.9K	Hold	301	–	–	0.03%	71
2022 Q3	$27K	Hold	301	–	–	0.02%	71
2022 Q2	$29K	Sell	301 -100	-25%	-$10.2K	0.02%	72
2022 Q1	$43K	Hold	401	–	–	0.03%	67
2021 Q4	$43K	Hold	401	–	–	0.03%	71
2021 Q3	$39K	Hold	401	–	–	0.03%	70
2021 Q2	$40K	Hold	401	–	–	0.03%	71
2021 Q1	$38K	Sell	401 -100	-20%	-$9.1K	0.03%	71
2020 Q4	$43K	Buy	+501	New	+$41.1K	0.04%	62

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Avengers's MGV Position: Q1 2026 in Review

Financial Avengers held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q1 2026 at 101 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #101.

Financial Avengers first reported a position in MGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $43K in Q1 2022. 568 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Financial Avengers held 101 shares of Vanguard Morningstar Mega Cap Value ETF worth $14.6K as of Q1 2026.
Financial Avengers left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Financial Avengers's portfolio in Q1 2026, its #101 holding.
Financial Avengers first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
Financial Avengers's Vanguard Morningstar Mega Cap Value ETF position peaked at $43K in Q1 2022.
568 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.