Foundations Investment Advisors’s Vanguard Morningstar 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 Q2	$774K	Buy	4,737 +222	+5%	+$34.4K	0.01%	638
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 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

Foundations Investment Advisors's MGV Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 4.9% in Q2 2026, buying an estimated $34.4K and bringing the position to 4,737 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #638.

Foundations Investment Advisors first reported a position in MGV in Q2 2022 and has held it in 8 quarters since. The position peaked at $5.7M in Q2 2022. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Foundations Investment Advisors held 4,737 shares of Vanguard Morningstar Mega Cap Value ETF worth $774K as of Q2 2026.
Foundations Investment Advisors bought 222 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $34.4K.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #638 holding.
Foundations Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2022 and has held it in 8 quarters since.
Foundations Investment Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $5.7M in Q2 2022.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.