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Hilltop Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Hilltop Wealth 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
Q1 		$2.16M Sell
14,892
-39
-0.3% -$5.78K 1.29% 19
2025
Q4 		$2.11M Sell
14,931
-248
-2% -$34.5K 1.06% 24
2025
Q3 		$2.09M Sell
15,179
-68
-0.4% -$9.1K 1.09% 24
2025
Q2 		$2M Sell
15,247
-169
-1% -$21.2K 1.12% 21
2025
Q1 		$1.99M Sell
15,416
-74
-0.5% -$9.57K 1.12% 19
2024
Q4 		$1.93M Sell
15,490
-313
-2% -$40.4K 0.98% 21
2024
Q3 		$2.03M Sell
15,803
-782
-5% -$96.5K 0.95% 23
2024
Q2 		$1.97M Sell
16,585
-457
-3% -$53.7K 0.99% 19
2024
Q1 		$2.04M Sell
17,042
-105
-0.6% -$11.9K 1.04% 21
2023
Q4 		$1.88M Sell
17,147
-351
-2% -$36.3K 1.07% 21
2023
Q3 		$1.77M Sell
17,498
-664
-4% -$69.6K 1.37% 16
2023
Q2 		$1.88M Sell
18,162
-47
-0.3% -$4.78K 1.39% 15
2023
Q1 		$1.84M Sell
18,209
-760
-4% -$77.7K 1.48% 17
2022
Q4 		$1.95M Sell
18,969
-1,266
-6% -$127K 1.65% 14
2022
Q3 		$1.82M Sell
20,235
-217
-1% -$21.3K 1.87% 16
2022
Q2 		$1.97M Sell
20,452
-218
-1% -$22.3K 1.92% 12
2022
Q1 		$2.22M Sell
20,670
-1,165
-5% -$124K 1.89% 11
2021
Q4 		$2.33M Sell
21,835
-208
-0.9% -$21.5K 1.62% 13
2021
Q3 		$2.16M Sell
22,043
-547
-2% -$55.2K 1.52% 13
2021
Q2 		$2.25M Sell
22,590
-272
-1% -$27K 1.59% 13
2021
Q1 		$2.18M Sell
22,862
-220
-1% -$20K 1.66% 13
2020
Q4 		$2M Sell
23,082
-377
-2% -$30.9K 1.78% 12
2020
Q3 		$1.8M Sell
23,459
-77
-0.3% -$5.91K 1.82% 12
2020
Q2 		$1.72M Sell
23,536
-1,755
-7% -$127K 1.89% 12
2020
Q1 		$1.67M Sell
25,291
-4,051
-14% -$324K 2.04% 10
2019
Q4 		$2.56M Buy
+29,342
New +$2.46M 2.65% 10

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hilltop Wealth Advisors's MGV Position: Q1 2026 in Review

Hilltop Wealth Advisors reduced its Vanguard Mega Cap Value ETF (MGV) stake by 0.26% in Q1 2026, selling an estimated $5.78K and leaving 14,892 shares worth $2.16M. The position accounts for 1.29% of the portfolio, ranked #19.

Hilltop Wealth Advisors first reported a position in MGV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.56M in Q4 2019. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Hilltop Wealth Advisors held 14,892 shares of Vanguard Mega Cap Value ETF worth $2.16M as of Q1 2026.
  • Hilltop Wealth Advisors sold 39 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $5.78K.
  • Vanguard Mega Cap Value ETF made up 1.29% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Hilltop Wealth Advisors first reported a position in Vanguard Mega Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Hilltop Wealth Advisors's Vanguard Mega Cap Value ETF position peaked at $2.56M in Q4 2019.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.