Focus Financial Network’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Focus Financial Network’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	$2.38M	Buy	14,587 +8,695	+148%	+$1.35M	0.07%	212
2026 Q1	$854K	Buy	5,892 +3,547	+151%	+$526K	0.03%	343
2025 Q4	$331K	Sell	2,345 -210	-8%	-$29.2K	0.01%	563
2025 Q3	$354K	Buy	2,555 +127	+5%	+$17K	0.01%	545
2025 Q2	$320K	Buy	2,428 +590	+32%	+$74K	0.01%	553
2025 Q1	$237K	Buy	+1,838	New	+$238K	0.01%	611

Other funds holding MGV

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Focus Financial Network's MGV Position: Q2 2026 in Review

Focus Financial Network increased its Vanguard Mega Cap Value ETF (MGV) stake by 148% in Q2 2026, buying an estimated $1.35M and bringing the position to 14,587 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #212.

Focus Financial Network first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Focus Financial Network held 14,587 shares of Vanguard Mega Cap Value ETF worth $2.38M as of Q2 2026.
Focus Financial Network bought 8,695 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $1.35M.
Vanguard Mega Cap Value ETF made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #212 holding.
Focus Financial Network first reported a position in Vanguard Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
131 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.