HCWM
MGV icon

Hidden Cove Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Hidden Cove Wealth Management’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 		$6.51M Buy
39,799
+11,427
+40% +$1.77M 3.58% 7
2026
Q1 		$4.11M Buy
+28,372
New +$4.2M 2.64% 12

Other funds holding MGV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BWM
Braeburn Wealth Management Muskegon, Michigan $233M AUM
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Hidden Cove Wealth Management's MGV Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Vanguard Mega Cap Value ETF (MGV) stake by 40% in Q2 2026, buying an estimated $1.77M and bringing the position to 39,799 shares worth $6.51M. The position accounts for 3.58% of the portfolio, ranked #7.

Hidden Cove Wealth Management first reported a position in MGV in Q1 2026 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Hidden Cove Wealth Management held 39,799 shares of Vanguard Mega Cap Value ETF worth $6.51M as of Q2 2026.
  • Hidden Cove Wealth Management bought 11,427 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $1.77M.
  • Vanguard Mega Cap Value ETF made up 3.58% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Hidden Cove Wealth Management first reported a position in Vanguard Mega Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.