High Net Worth Advisory Group’s Vanguard Morningstar 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 Q2	$1.44M	Hold	8,813	–	–	0.31%	76
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 $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

High Net Worth Advisory Group's MGV Position: Q2 2026 in Review

High Net Worth Advisory Group held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 8,813 shares worth $1.44M. The position accounts for 0.31% of the portfolio, ranked #76.

High Net Worth Advisory Group first reported a position in MGV in Q2 2022 and has held it in 17 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

High Net Worth Advisory Group held 8,813 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.44M as of Q2 2026.
High Net Worth Advisory Group left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.31% of High Net Worth Advisory Group's portfolio in Q2 2026, its #76 holding.
High Net Worth Advisory Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.