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Guardian Wealth Advisors (North Carolina)’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q2 		– Sell
-1,809
Closed -$233K – 559
2025
Q1 		$233K Buy
+1,809
New +$234K 0.02% 288

Other funds holding MGV

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Bank of America
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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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Guardian Wealth Advisors (North Carolina)'s MGV Position: Q2 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Mega Cap Value ETF (MGV) in Q2 2025, closing a stake of 1,809 shares — an estimated $233K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MGV in Q1 2025 and held it in 1 quarter. The position peaked at $233K in Q1 2025. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Mega Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,809 Vanguard Mega Cap Value ETF shares in Q2 2025, an estimated $233K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Mega Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Mega Cap Value ETF position peaked at $233K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 14 Aug 2025.