FIA
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Foundations Investment Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Foundations Investment 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
Q1 		$655K Buy
4,515
+388
+9% +$57.5K 0.01% 636
2025
Q4 		$583K Buy
4,127
+1,888
+84% +$262K 0.01% 660
2025
Q3 		$308K Buy
2,239
+171
+8% +$22.9K ﹤0.01% 841
2025
Q2 		$271K Sell
2,068
-18,161
-90% -$2.28M ﹤0.01% 780
2025
Q1 		$2.61M Buy
20,229
+1,822
+10% +$236K 0.05% 263
2024
Q4 		$2.3M Buy
+18,407
New +$2.38M 0.04% 267
2022
Q3 		– Sell
-59,242
Closed -$5.7M – 423
2022
Q2 		$5.7M Buy
+59,242
New +$6.07M 0.24% 49

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return