Focus Financial Network’s Vanguard Morningstar 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

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 22.9% 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

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

Focus Financial Network increased its Vanguard Morningstar 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. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Focus Financial Network held 14,587 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.38M as of Q2 2026.
Focus Financial Network bought 8,695 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $1.35M.
Vanguard Morningstar 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 Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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