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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$45.4K Buy
277
+1
+0.4% +$155 0.03% 127
2026
Q1
$40K Buy
+276
New +$40.9K 0.03% 133
2025
Q4
Sell
-272
Closed -$37.4K 220
2025
Q3
$37.4K Buy
+272
New +$36.4K 0.03% 148
2025
Q1
Sell
-269
Closed -$33.6K 263
2024
Q4
$33.6K Buy
+269
New +$34.7K 0.03% 152

Other funds holding MGV

Financial Life Planners's MGV Position: Q2 2026 in Review

Financial Life Planners increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.36% in Q2 2026, buying an estimated $155 and bringing the position to 277 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #127.

Financial Life Planners first reported a position in MGV in Q4 2024 and has held it in 4 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Financial Life Planners held 277 shares of Vanguard Morningstar Mega Cap Value ETF worth $45.4K as of Q2 2026.
  • Financial Life Planners bought 1 Vanguard Morningstar Mega Cap Value ETF share in Q2 2026, an estimated $155.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #127 holding.
  • Financial Life Planners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.