BFC Planning, Inc.’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

BFC Planning, Inc.’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 Q3	$1.95M	Buy	12,096 +4,660	+63%	+$770K	0.08%	253
2026 Q2	$1.22M	Sell	7,436 -4,437	-37%	-$688K	0.05%	352
2026 Q1	$1.72M	Sell	11,873 -285	-2%	-$42.2K	0.08%	252
2025 Q4	$1.72M	Buy	12,158 +365	+3%	+$50.7K	0.08%	251
2025 Q3	$1.62M	Buy	11,793 +10	+0.1%	+$1.34K	0.12%	155
2025 Q2	$1.55M	Sell	11,783 -107	-0.9%	-$13.4K	0.12%	156
2025 Q1	$1.53M	Buy	11,890 +231	+2%	+$29.9K	0.14%	149
2024 Q4	$1.46M	Sell	11,659 -5	-0%	-$645	0.12%	154
2024 Q3	$1.5M	Buy	+11,664	New	+$1.44M	0.13%	153

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BFC Planning, Inc.'s MGV Position: Q3 2026 in Review

BFC Planning, Inc. increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 63% in Q3 2026, buying an estimated $770K and bringing the position to 12,096 shares worth $1.95M. The position accounts for 0.08% of the portfolio, ranked #253.

BFC Planning, Inc. first reported a position in MGV in Q3 2024 and has held it in 9 quarters since. 549 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

BFC Planning, Inc. held 12,096 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.95M as of Q3 2026.
BFC Planning, Inc. bought 4,660 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $770K.
Vanguard Morningstar Mega Cap Value ETF made up 0.08% of BFC Planning, Inc.'s portfolio in Q3 2026, its #253 holding.
BFC Planning, Inc. first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
549 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.