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Harpswell Capital Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Harpswell Capital Advisors’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
Q3 		$1.59M Sell
9,881
-1,800
-15% -$297K 1.04% 17
2026
Q2 		$1.91M Buy
11,681
+1,075
+10% +$167K 1.23% 15
2026
Q1 		$1.54M Buy
10,606
+819
+8% +$121K 1.14% 17
2025
Q4 		$1.38M Buy
9,787
+1,250
+15% +$174K 1.1% 14
2025
Q3 		$1.18M Buy
+8,537
New +$1.14M 1.12% 12

Other funds holding MGV

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Harpswell Capital Advisors's MGV Position: Q3 2026 in Review

Harpswell Capital Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 15% in Q3 2026, selling an estimated $297K and leaving 9,881 shares worth $1.59M. The position accounts for 1.04% of the portfolio, ranked #17.

Harpswell Capital Advisors first reported a position in MGV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q2 2026. 28 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

  • Harpswell Capital Advisors held 9,881 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.59M as of Q3 2026.
  • Harpswell Capital Advisors sold 1,800 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $297K.
  • Vanguard Morningstar Mega Cap Value ETF made up 1.04% of Harpswell Capital Advisors's portfolio in Q3 2026, its #17 holding.
  • Harpswell Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Harpswell Capital Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.91M in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.