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Hantz Financial Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Hantz Financial Services’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 		$38K Buy
233
+64
+38% +$9.93K ﹤0.01% 1757
2026
Q1 		$24K Buy
169
+29
+21% +$4.3K ﹤0.01% 1808
2025
Q4 		$20K Hold
140
– – ﹤0.01% 1794
2025
Q3 		$19K Buy
+140
New +$18.7K ﹤0.01% 1588

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hantz Financial Services's MGV Position: Q2 2026 in Review

Hantz Financial Services increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 38% in Q2 2026, buying an estimated $9.93K and bringing the position to 233 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Hantz Financial Services first reported a position in MGV in Q3 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Hantz Financial Services held 233 shares of Vanguard Morningstar Mega Cap Value ETF worth $38K as of Q2 2026.
  • Hantz Financial Services bought 64 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $9.93K.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1757 holding.
  • Hantz Financial Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.