Florida Financial Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Florida Financial Advisors’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	$3.05M	Sell	18,630 -855	-4%	-$133K	0.51%	58
2026 Q1	$2.82M	Buy	19,485 +3,278	+20%	+$486K	0.68%	38
2025 Q4	$2.29M	Buy	16,207 +3,353	+26%	+$466K	0.62%	36
2025 Q3	$1.77M	Buy	12,854 +2,756	+27%	+$369K	0.55%	42
2025 Q2	$1.32M	Buy	10,098 +492	+5%	+$61.7K	0.44%	50
2025 Q1	$1.23M	Buy	9,606 +3,288	+52%	+$425K	0.49%	41
2024 Q4	$789K	Sell	6,318 -128	-2%	-$16.5K	0.35%	57
2024 Q3	$827K	Buy	6,446 +2,228	+53%	+$275K	0.43%	50
2024 Q2	$500K	Buy	4,218 +1,574	+60%	+$185K	0.3%	66
2024 Q1	$316K	Buy	+2,644	New	+$299K	0.23%	79

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

Florida Financial Advisors's MGV Position: Q2 2026 in Review

Florida Financial Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 4.4% in Q2 2026, selling an estimated $133K and leaving 18,630 shares worth $3.05M. The position accounts for 0.51% of the portfolio, ranked #58.

Florida Financial Advisors first reported a position in MGV in Q1 2024 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Florida Financial Advisors held 18,630 shares of Vanguard Morningstar Mega Cap Value ETF worth $3.05M as of Q2 2026.
Florida Financial Advisors sold 855 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $133K.
Vanguard Morningstar Mega Cap Value ETF made up 0.51% of Florida Financial Advisors's portfolio in Q2 2026, its #58 holding.
Florida Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.