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Gladwyn Financial Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Gladwyn Financial 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
Q3 		$9.59M Sell
59,508
-1,467
-2% -$242K 6.12% 6
2026
Q2 		$9.97M Buy
60,975
+2,562
+4% +$397K 6.23% 5
2026
Q1 		$8.47M Sell
58,413
-14
-0% -$2.07K 5.89% 5
2025
Q4 		$8.25M Buy
58,427
+2,652
+5% +$369K 5.79% 5
2025
Q3 		$7.68M Buy
55,775
+2,374
+4% +$318K 5.51% 5
2025
Q2 		$7.01M Buy
+53,401
New +$6.7M 5.42% 5

Other funds holding MGV

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Gladwyn Financial Advisors's MGV Position: Q3 2026 in Review

Gladwyn Financial Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.4% in Q3 2026, selling an estimated $242K and leaving 59,508 shares worth $9.59M. The position accounts for 6.12% of the portfolio, ranked #6.

Gladwyn Financial Advisors first reported a position in MGV in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.97M in Q2 2026. 22 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

  • Gladwyn Financial Advisors held 59,508 shares of Vanguard Morningstar Mega Cap Value ETF worth $9.59M as of Q3 2026.
  • Gladwyn Financial Advisors sold 1,467 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $242K.
  • Vanguard Morningstar Mega Cap Value ETF made up 6.12% of Gladwyn Financial Advisors's portfolio in Q3 2026, its #6 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • Gladwyn Financial Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $9.97M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.