Hilltop Wealth Advisors’s Vanguard Morningstar 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 Q2	$2.43M	Hold	14,892	–	–	1.2%	21
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 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

Hilltop Wealth Advisors's MGV Position: Q2 2026 in Review

Hilltop Wealth Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 14,892 shares worth $2.43M. The position accounts for 1.2% of the portfolio, ranked #21.

Hilltop Wealth Advisors first reported a position in MGV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.56M in Q4 2019. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Hilltop Wealth Advisors held 14,892 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.43M as of Q2 2026.
Hilltop Wealth Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 1.2% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Hilltop Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
Hilltop Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $2.56M in Q4 2019.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.