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HM Payson & Co’s Vanguard Mega Cap Value ETF MGV Stock Holding History

HM Payson & Co’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 		$11.8K Hold
72
– – ﹤0.01% 913
2026
Q1 		$10.4K Buy
+72
New +$10.7K ﹤0.01% 906
2024
Q1 		– Sell
-137
Closed -$15K – 986
2023
Q4 		$15K Hold
137
– – ﹤0.01% 777
2023
Q3 		$13.9K Buy
+137
New +$14.4K ﹤0.01% 782

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
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
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HM Payson & Co's MGV Position: Q2 2026 in Review

HM Payson & Co held its Vanguard Mega Cap Value ETF (MGV) position steady in Q2 2026 at 72 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

HM Payson & Co first reported a position in MGV in Q3 2023 and has held it in 4 quarters since. The position peaked at $15K in Q4 2023. 112 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • HM Payson & Co held 72 shares of Vanguard Mega Cap Value ETF worth $11.8K as of Q2 2026.
  • HM Payson & Co left its Vanguard Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mega Cap Value ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #913 holding.
  • HM Payson & Co first reported a position in Vanguard Mega Cap Value ETF in Q3 2023 and has held it in 4 quarters since.
  • HM Payson & Co's Vanguard Mega Cap Value ETF position peaked at $15K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.