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Financial Gravity Companies’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$97.5K Buy
+743
New +$93.2K 0.02% 226
2024
Q4 		$105K Hold
843
– – 0.02% 196
2024
Q3 		$108K Buy
+843
New +$104K 0.03% 129

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Financial Gravity Companies's MGV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Mega Cap Value ETF (MGV) in Q2 2025: 743 shares worth $97.5K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MGV as recently as Q4 2024.

Financial Gravity Companies first reported a position in MGV in Q3 2024 and has held it in 3 quarters since. The position peaked at $108K in Q3 2024. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

  • Financial Gravity Companies held 743 shares of Vanguard Mega Cap Value ETF worth $97.5K as of Q2 2025.
  • Vanguard Mega Cap Value ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Mega Cap Value ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #226 holding.
  • Financial Gravity Companies first reported a position in Vanguard Mega Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Vanguard Mega Cap Value ETF position peaked at $108K in Q3 2024.
  • 495 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.