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Global Wealth Strategies & Associates’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Global Wealth Strategies & Associates’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
Q4 		– Sell
-439
Closed -$60.5K – 576
2025
Q3 		$60.5K Buy
+439
New +$58.7K 0.02% 135
2024
Q2 		– Sell
-196
Closed -$23.4K – 355
2024
Q1 		$23.4K Buy
+196
New +$22.2K 0.01% 126

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Wealth Strategies & Associates's MGV Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2025, closing a stake of 439 shares — an estimated $60.5K sold.

Global Wealth Strategies & Associates first reported a position in MGV in Q1 2024 and held it in 2 quarters. The position peaked at $60.5K in Q3 2025. 546 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 439 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $60.5K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Vanguard Morningstar Mega Cap Value ETF position peaked at $60.5K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.