Independent Financial Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Independent Financial Group’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	$3.66M	Buy	22,395 +2,583	+13%	+$401K	0.07%	288
2026 Q1	$2.87M	Buy	19,812 +3,670	+23%	+$544K	0.06%	314
2025 Q4	$2.28M	Buy	16,142 +8,735	+118%	+$1.21M	0.05%	356
2025 Q3	$1.02M	Buy	7,407 +117	+2%	+$15.7K	0.02%	590
2025 Q2	$956K	Buy	7,290 +4,845	+198%	+$608K	0.03%	561
2025 Q1	$315K	Buy	+2,445	New	+$316K	0.01%	910
2023 Q2	–	Sell	-2,464	Closed	-$249K	–	905
2023 Q1	$249K	Buy	+2,464	New	+$252K	0.02%	693

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

Independent Financial Group's MGV Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 13% in Q2 2026, buying an estimated $401K and bringing the position to 22,395 shares worth $3.66M. The position accounts for 0.07% of the portfolio, ranked #288.

Independent Financial Group first reported a position in MGV in Q1 2023 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Independent Financial Group held 22,395 shares of Vanguard Morningstar Mega Cap Value ETF worth $3.66M as of Q2 2026.
Independent Financial Group bought 2,583 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $401K.
Vanguard Morningstar Mega Cap Value ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #288 holding.
Independent Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2023 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.