IHT Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

IHT Wealth Management’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	$201K	Sell	1,231 -704	-36%	-$109K	﹤0.01%	1183
2026 Q1	$280K	Buy	1,935 +171	+10%	+$25.3K	0.01%	1031
2025 Q4	$249K	Sell	1,764 -183	-9%	-$25.4K	0.01%	1030
2025 Q3	$268K	Buy	1,947 +241	+14%	+$32.2K	0.01%	985
2025 Q2	$224K	Buy	+1,706	New	+$214K	0.01%	1036

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

IHT Wealth Management's MGV Position: Q2 2026 in Review

IHT Wealth Management reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 36% in Q2 2026, selling an estimated $109K and leaving 1,231 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

IHT Wealth Management first reported a position in MGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $280K in Q1 2026. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

IHT Wealth Management held 1,231 shares of Vanguard Morningstar Mega Cap Value ETF worth $201K as of Q2 2026.
IHT Wealth Management sold 704 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $109K.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1183 holding.
IHT Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
IHT Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $280K in Q1 2026.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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