FSC Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

FSC Wealth 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	$415K	Sell	2,861 -15,647	-85%	-$2.32M	7.92%	7
2025 Q4	$2.61M	Sell	18,508 -34,997	-65%	-$4.87M	4.24%	11
2025 Q3	$7.37M	Buy	53,505 +378	+0.7%	+$50.6K	4.25%	8
2025 Q2	$6.97M	Buy	53,127 +626	+1%	+$78.5K	4.4%	8
2025 Q1	$6.76M	Sell	52,501 -1,203	-2%	-$156K	4.44%	7
2024 Q4	$6.71M	Buy	53,704 +8,670	+19%	+$1.12M	4.32%	8
2024 Q3	$5.78M	Buy	+45,034	New	+$5.56M	4.15%	6
2022 Q2	–	Sell	-31,177	Closed	-$3.35M	–	211
2022 Q1	$3.35M	Buy	+31,177	New	+$3.31M	3.17%	10

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSC Wealth Advisors's MGV Position: Q1 2026 in Review

FSC Wealth Advisors reduced its Vanguard Mega Cap Value ETF (MGV) stake by 85% in Q1 2026, selling an estimated $2.32M and leaving 2,861 shares worth $415K. The position accounts for 7.92% of the portfolio, ranked #7.

FSC Wealth Advisors first reported a position in MGV in Q1 2022 and has held it in 8 quarters since. The position peaked at $7.37M in Q3 2025. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

FSC Wealth Advisors held 2,861 shares of Vanguard Mega Cap Value ETF worth $415K as of Q1 2026.
FSC Wealth Advisors sold 15,647 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $2.32M.
Vanguard Mega Cap Value ETF made up 7.92% of FSC Wealth Advisors's portfolio in Q1 2026, its #7 holding.
FSC Wealth Advisors first reported a position in Vanguard Mega Cap Value ETF in Q1 2022 and has held it in 8 quarters since.
FSC Wealth Advisors's Vanguard Mega Cap Value ETF position peaked at $7.37M in Q3 2025.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on FSC Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.