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Harbor Investment Advisory’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Harbor Investment Advisory’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 		$85K Hold
520
– – 0.01% 606
2026
Q1 		$75.4K Buy
+520
New +$77K 0.01% 557

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

Harbor Investment Advisory's MGV Position: Q2 2026 in Review

Harbor Investment Advisory held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 520 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #606.

Harbor Investment Advisory first reported a position in MGV in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Harbor Investment Advisory held 520 shares of Vanguard Morningstar Mega Cap Value ETF worth $85K as of Q2 2026.
  • Harbor Investment Advisory left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #606 holding.
  • Harbor Investment Advisory first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.