Ifrah Financial Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Ifrah Financial Services’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	$3.54M	Sell	21,687 -129	-0.6%	-$20K	0.87%	32
2026 Q1	$3.16M	Sell	21,816 -496	-2%	-$73.5K	0.84%	29
2025 Q4	$3.15M	Sell	22,312 -134	-0.6%	-$18.6K	0.81%	30
2025 Q3	$3.09M	Buy	22,446 +4	+0%	+$535	0.8%	30
2025 Q2	$2.94M	Sell	22,442 -121	-0.5%	-$15.2K	0.8%	30
2025 Q1	$2.91M	Sell	22,563 -348	-2%	-$45K	0.84%	30
2024 Q4	$2.86M	Buy	22,911 +2	+0%	+$258	0.79%	30
2024 Q3	$2.94M	Buy	22,909 +69	+0.3%	+$8.52K	0.79%	32
2024 Q2	$2.71M	Sell	22,840 -430	-2%	-$50.6K	0.77%	32
2024 Q1	$2.78M	Sell	23,270 -128	-0.5%	-$14.5K	0.78%	32
2023 Q4	$2.56M	Sell	23,398 -903	-4%	-$93.3K	0.75%	33
2023 Q3	$2.46M	Sell	24,301 -125	-0.5%	-$13.1K	0.77%	34
2023 Q2	$2.53M	Sell	24,426 -6	-0%	-$610	0.77%	32
2023 Q1	$2.47M	Sell	24,432 -444	-2%	-$45.4K	0.78%	32
2022 Q4	$2.56M	Sell	24,876 -607	-2%	-$61K	0.84%	32
2022 Q3	$2.29M	Buy	25,483 +162	+0.6%	+$15.9K	0.79%	33
2022 Q2	$2.44M	Sell	25,321 -103	-0.4%	-$10.5K	0.79%	33
2022 Q1	$2.73M	Buy	25,424 +79	+0.3%	+$8.38K	0.77%	38
2021 Q4	$2.71M	Sell	25,345 -13	-0.1%	-$1.34K	0.73%	38
2021 Q3	$2.48M	Sell	25,358 -3	-0%	-$303	0.71%	37
2021 Q2	$2.53M	Sell	25,361 -966	-4%	-$96K	0.72%	37
2021 Q1	$2.51M	Sell	26,327 -1,219	-4%	-$111K	0.75%	37
2020 Q4	$2.39M	Sell	27,546 -287	-1%	-$23.5K	0.77%	35
2020 Q3	$2.13M	Sell	27,833 -352	-1%	-$27K	0.77%	37
2020 Q2	$2.06M	Sell	28,185 -684	-2%	-$49.5K	0.75%	37
2020 Q1	$1.91M	Buy	28,869 +272	+1%	+$21.8K	0.8%	38
2019 Q4	$2.49M	Sell	28,597 -341	-1%	-$28.6K	0.88%	33
2019 Q3	$2.36M	Sell	28,938 -638	-2%	-$51.3K	0.86%	33
2019 Q2	$2.38M	Sell	29,576 -16	-0.1%	-$1.27K	0.88%	33
2019 Q1	$2.31M	Sell	29,592 -217	-0.7%	-$16.6K	0.88%	33
2018 Q4	$2.13M	Sell	29,809 -997	-3%	-$76.1K	0.9%	33
2018 Q3	$2.47M	Sell	30,806 -734	-2%	-$57.7K	0.87%	33
2018 Q2	$2.35M	Sell	31,540 -100	-0.3%	-$7.52K	0.85%	33
2018 Q1	$2.34M	Sell	31,640 -280	-0.9%	-$21.6K	0.85%	31
2017 Q4	$2.44M	Buy	31,920 +122	+0.4%	+$9.06K	0.88%	32
2017 Q3	$2.28M	Sell	31,798 -259	-0.8%	-$18.2K	0.87%	33
2017 Q2	$2.22M	Sell	32,057 -496	-2%	-$34.1K	0.88%	31
2017 Q1	$2.23M	Sell	32,553 -811	-2%	-$55.5K	0.9%	30
2016 Q4	$2.24M	Sell	33,364 -1,894	-5%	-$122K	0.91%	29
2016 Q3	$2.21M	Sell	35,258 -910	-3%	-$57.3K	0.88%	31
2016 Q2	$2.23M	Sell	36,168 -377	-1%	-$22.8K	0.89%	30
2016 Q1	$2.18M	Sell	36,545 -823	-2%	-$46.8K	0.87%	27
2015 Q4	$2.21M	Buy	37,368 +17	+0%	+$1K	0.87%	27
2015 Q3	$2.06M	Sell	37,351 -282	-0.7%	-$16.5K	0.83%	27
2015 Q2	$2.25M	Sell	37,633 -249	-0.7%	-$15.2K	0.84%	27
2015 Q1	$2.26M	Buy	37,882 +94	+0.2%	+$5.66K	0.85%	27
2014 Q4	$2.29M	Sell	37,788 -1,707	-4%	-$102K	0.9%	25
2014 Q3	$2.32M	Sell	39,495 -33	-0.1%	-$1.95K	0.89%	26
2014 Q2	$2.3M	Sell	39,528 -379	-0.9%	-$21.6K	0.87%	26
2014 Q1	$2.24M	Sell	39,907 -891	-2%	-$48.5K	0.88%	26
2013 Q4	$2.24M	Sell	40,798 -424	-1%	-$22.5K	0.9%	25
2013 Q3	$2.07M	Sell	41,222 -589	-1%	-$30K	1%	25
2013 Q2	$2.05M	Buy	+41,811	New	+$2.05M	1.03%	25

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

Ifrah Financial Services's MGV Position: Q2 2026 in Review

Ifrah Financial Services reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.59% in Q2 2026, selling an estimated $20K and leaving 21,687 shares worth $3.54M. The position accounts for 0.87% of the portfolio, ranked #32.

Ifrah Financial Services first reported a position in MGV in Q2 2013 and has held it in 53 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Ifrah Financial Services held 21,687 shares of Vanguard Morningstar Mega Cap Value ETF worth $3.54M as of Q2 2026.
Ifrah Financial Services sold 129 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $20K.
Vanguard Morningstar Mega Cap Value ETF made up 0.87% of Ifrah Financial Services's portfolio in Q2 2026, its #32 holding.
Ifrah Financial Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.