Graney & King’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Graney & King’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 Q2	$29.3M	Buy	179,184 +5,001	+3%	+$776K	10.53%	3
2026 Q1	$25.2M	Buy	174,183 +5,611	+3%	+$831K	13.61%	1
2025 Q4	$23.8M	Buy	168,572 +8,701	+5%	+$1.21M	13.92%	1
2025 Q3	$22M	Buy	159,871 +12,631	+9%	+$1.69M	15.24%	1
2025 Q2	$19.3M	Buy	147,240 +122,413	+493%	+$15.4M	12.97%	2
2025 Q1	$3.2M	Buy	24,827 +17,880	+257%	+$2.31M	2.38%	11
2024 Q4	$868K	Buy	+6,947	New	+$897K	0.66%	24

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Graney & King's MGV Position: Q2 2026 in Review

Graney & King increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.9% in Q2 2026, buying an estimated $776K and bringing the position to 179,184 shares worth $29.3M. The position accounts for 10.53% of the portfolio, ranked #3.

Graney & King first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Graney & King held 179,184 shares of Vanguard Morningstar Mega Cap Value ETF worth $29.3M as of Q2 2026.
Graney & King bought 5,001 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $776K.
Vanguard Morningstar Mega Cap Value ETF made up 10.53% of Graney & King's portfolio in Q2 2026, its #3 holding.
Graney & King first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.