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Financial Gravity Companies’s Vanguard Morningstar 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
2026
Q2 		$116K Buy
+710
New +$110K 0.02% 215
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 $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Companies's MGV Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 710 shares worth $116K. The stake represents 0.02% of the portfolio and ranks #215 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MGV as recently as Q2 2025.

Financial Gravity Companies first reported a position in MGV in Q3 2024 and has held it in 4 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Financial Gravity Companies held 710 shares of Vanguard Morningstar Mega Cap Value ETF worth $116K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF was a new Financial Gravity Companies position in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #215 holding.
  • Financial Gravity Companies first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.