First Command Advisory Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

First Command Advisory Services’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	$115K	Hold	706	–	–	﹤0.01%	280
2026 Q1	$102K	Hold	706	–	–	﹤0.01%	258
2025 Q4	$99.7K	Hold	706	–	–	﹤0.01%	240
2025 Q3	$97.2K	Hold	706	–	–	﹤0.01%	251
2025 Q2	$92.6K	Hold	706	–	–	﹤0.01%	235
2025 Q1	$91K	Hold	706	–	–	﹤0.01%	230
2024 Q4	$88.2K	Hold	706	–	–	﹤0.01%	231
2024 Q3	$90.6K	Hold	706	–	–	﹤0.01%	238
2024 Q2	$83.7K	Hold	706	–	–	﹤0.01%	229
2024 Q1	$84.4K	Sell	706 -91	-11%	-$10.3K	﹤0.01%	218
2023 Q4	$87.2K	Hold	797	–	–	﹤0.01%	200
2023 Q3	$80.8K	Buy	+797	New	+$83.6K	﹤0.01%	203

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

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

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

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

First Command Advisory Services's MGV Position: Q2 2026 in Review

First Command Advisory Services held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 706 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

First Command Advisory Services first reported a position in MGV in Q3 2023 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

First Command Advisory Services held 706 shares of Vanguard Morningstar Mega Cap Value ETF worth $115K as of Q2 2026.
First Command Advisory Services left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #280 holding.
First Command Advisory Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.