High Net Worth Advisory Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History

High Net Worth Advisory Group’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 Q1	$1.28M	Hold	8,813	–	–	0.3%	79
2025 Q4	$1.24M	Hold	8,813	–	–	0.29%	79
2025 Q3	$1.21M	Hold	8,813	–	–	0.29%	78
2025 Q2	$1.16M	Hold	8,813	–	–	0.31%	72
2025 Q1	$1.14M	Hold	8,813	–	–	0.32%	73
2024 Q4	$1.1M	Hold	8,813	–	–	0.31%	74
2024 Q3	$1.13M	Hold	8,813	–	–	0.31%	73
2024 Q2	$1.04M	Hold	8,813	–	–	0.32%	69
2024 Q1	$1.05M	Buy	8,813 +1,711	+24%	+$194K	0.33%	73
2023 Q4	$777K	Buy	7,102 +1,000	+16%	+$103K	0.29%	82
2023 Q3	$619K	Hold	6,102	–	–	0.25%	92
2023 Q2	$633K	Hold	6,102	–	–	0.25%	94
2023 Q1	$616K	Hold	6,102	–	–	0.25%	95
2022 Q4	$628K	Buy	6,102 +1	+0%	+$101	0.24%	96
2022 Q3	$549K	Buy	6,101 +3,000	+97%	+$295K	0.23%	95
2022 Q2	$298K	Buy	+3,101	New	+$318K	0.12%	142

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

High Net Worth Advisory Group's MGV Position: Q1 2026 in Review

High Net Worth Advisory Group held its Vanguard Mega Cap Value ETF (MGV) position steady in Q1 2026 at 8,813 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #79.

High Net Worth Advisory Group first reported a position in MGV in Q2 2022 and has held it in 16 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

High Net Worth Advisory Group held 8,813 shares of Vanguard Mega Cap Value ETF worth $1.28M as of Q1 2026.
High Net Worth Advisory Group left its Vanguard Mega Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mega Cap Value ETF made up 0.3% of High Net Worth Advisory Group's portfolio in Q1 2026, its #79 holding.
High Net Worth Advisory Group first reported a position in Vanguard Mega Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.