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Independent Advisor Alliance’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Independent Advisor Alliance’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 		– Sell
-5,523
Closed -$800K – 1424
2026
Q1 		$800K Buy
+5,523
New +$818K 0.01% 939
2025
Q1 		– Sell
-5,035
Closed -$629K – 1152
2024
Q4 		$629K Buy
+5,035
New +$650K 0.01% 879

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Advisor Alliance's MGV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 5,523 shares — an estimated $800K sold.

Independent Advisor Alliance first reported a position in MGV in Q4 2024 and held it in 2 quarters. The position peaked at $800K in Q1 2026. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,523 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $800K.
  • Independent Advisor Alliance first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Vanguard Morningstar Mega Cap Value ETF position peaked at $800K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.