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Goldstone Financial Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Goldstone Financial Group’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 		$553K Sell
3,817
-610
-14% -$90.4K 0.06% 161
2025
Q4 		$625K Sell
4,427
-195
-4% -$27.1K 0.07% 148
2025
Q3 		$637K Sell
4,622
-460
-9% -$61.5K 0.08% 149
2025
Q2 		$678K Buy
5,082
+295
+6% +$37K 0.09% 131
2025
Q1 		$617K Sell
4,787
-726
-13% -$93.9K 0.09% 119
2024
Q4 		$689K Buy
5,513
+12
+0.2% +$1.55K 0.11% 108
2024
Q3 		$706K Sell
5,501
-391
-7% -$48.3K 0.12% 99
2024
Q2 		$698K Sell
5,892
-418
-7% -$49.1K 0.14% 98
2024
Q1 		$754K Sell
6,310
-304
-5% -$34.4K 0.17% 84
2023
Q4 		$723K Sell
6,614
-2,482
-27% -$256K 0.19% 85
2023
Q3 		$922K Buy
9,096
+268
+3% +$28.1K 0.27% 74
2023
Q2 		$916K Buy
8,828
+2,528
+40% +$257K 0.27% 67
2023
Q1 		$636K Buy
+6,300
New +$644K 0.21% 77

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldstone Financial Group's MGV Position: Q1 2026 in Review

Goldstone Financial Group reduced its Vanguard Mega Cap Value ETF (MGV) stake by 14% in Q1 2026, selling an estimated $90.4K and leaving 3,817 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #161.

Goldstone Financial Group first reported a position in MGV in Q1 2023 and has held it in 13 quarters since. The position peaked at $922K in Q3 2023. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Goldstone Financial Group held 3,817 shares of Vanguard Mega Cap Value ETF worth $553K as of Q1 2026.
  • Goldstone Financial Group sold 610 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $90.4K.
  • Vanguard Mega Cap Value ETF made up 0.06% of Goldstone Financial Group's portfolio in Q1 2026, its #161 holding.
  • Goldstone Financial Group first reported a position in Vanguard Mega Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Goldstone Financial Group's Vanguard Mega Cap Value ETF position peaked at $922K in Q3 2023.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.