Financial Gravity Asset Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Financial Gravity Asset Management’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	$103K	Hold	710	–	–	0.02%	224
2025 Q4	$100K	Hold	710	–	–	0.02%	176
2025 Q3	$97.8K	Buy	+710	New	+$95K	0.02%	224
2025 Q1	$109K	Buy	+843	New	+$109K	0.02%	214
2024 Q2	$99.9K	Hold	843	–	–	0.02%	183
2024 Q1	$92.2K	Hold	843	–	–	0.03%	197
2023 Q4	$92.2K	Buy	+843	New	+$87.1K	0.03%	197

Other funds holding MGV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's MGV Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q1 2026 at 710 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #224.

Financial Gravity Asset Management first reported a position in MGV in Q4 2023 and has held it in 7 quarters since. The position peaked at $109K in Q1 2025. 573 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Financial Gravity Asset Management held 710 shares of Vanguard Morningstar Mega Cap Value ETF worth $103K as of Q1 2026.
Financial Gravity Asset Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #224 holding.
Financial Gravity Asset Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $109K in Q1 2025.
573 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.