Founders Financial Alliance’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Founders Financial Alliance’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
2025 Q1	–	Sell	-105	Closed	-$13.1K	–	636
2024 Q4	$13.1K	Hold	105	–	–	﹤0.01%	464
2024 Q3	$13.5K	Hold	105	–	–	﹤0.01%	472
2024 Q2	$12.4K	Hold	105	–	–	﹤0.01%	462
2024 Q1	$12.5K	Hold	105	–	–	﹤0.01%	465
2023 Q4	$11.5K	Hold	105	–	–	﹤0.01%	425
2023 Q3	$10.6K	Buy	+105	New	+$11K	﹤0.01%	415
2023 Q2	–	Sell	-105	Closed	-$10.6K	–	516
2023 Q1	$10.6K	Hold	105	–	–	0.01%	402
2022 Q4	$10.8K	Hold	105	–	–	0.01%	416
2022 Q3	$9K	Buy	+105	New	+$10.3K	﹤0.01%	420
2022 Q2	–	Sell	-105	Closed	-$11K	–	530
2022 Q1	$11K	Hold	105	–	–	﹤0.01%	385
2021 Q4	$11K	Buy	+105	New	+$10.9K	﹤0.01%	424
2021 Q3	–	Sell	-105	Closed	-$10K	–	473
2021 Q2	$10K	Hold	105	–	–	﹤0.01%	419
2021 Q1	$10K	Hold	105	–	–	﹤0.01%	401
2020 Q4	$9K	Hold	105	–	–	0.01%	372
2020 Q3	$8K	Buy	+105	New	+$8.06K	﹤0.01%	833

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Financial Alliance's MGV Position: Q1 2025 in Review

Founders Financial Alliance sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2025, closing a stake of 105 shares — an estimated $13.1K sold.

Founders Financial Alliance first reported a position in MGV in Q3 2020 and held it in 15 quarters. The position peaked at $13.5K in Q3 2024. 470 funds tracked by Wall St. Rank hold MGV as of Q1 2025.

Founders Financial Alliance reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Founders Financial Alliance sold 105 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2025, an estimated $13.1K.
Founders Financial Alliance first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2020 and held it in 15 quarters.
Founders Financial Alliance's Vanguard Morningstar Mega Cap Value ETF position peaked at $13.5K in Q3 2024.
470 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.