Investment Research & Advisory Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Investment Research & Advisory 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	$622K	Buy	3,805 +5	+0.1%	+$776	0.19%	55
2026 Q1	$551K	Buy	3,800 +6	+0.2%	+$889	0.19%	56
2025 Q4	$536K	Buy	3,794 +12	+0.3%	+$1.67K	0.18%	55
2025 Q3	$521K	Buy	3,782 +1,179	+45%	+$158K	0.18%	57
2025 Q2	$342K	Hold	2,603	–	–	0.13%	62
2025 Q1	$335K	Buy	+2,603	New	+$337K	0.14%	56

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

Investment Research & Advisory Group's MGV Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.13% in Q2 2026, buying an estimated $776 and bringing the position to 3,805 shares worth $622K. The position accounts for 0.19% of the portfolio, ranked #55.

Investment Research & Advisory Group first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Investment Research & Advisory Group held 3,805 shares of Vanguard Morningstar Mega Cap Value ETF worth $622K as of Q2 2026.
Investment Research & Advisory Group bought 5 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $776.
Vanguard Morningstar Mega Cap Value ETF made up 0.19% of Investment Research & Advisory Group's portfolio in Q2 2026, its #55 holding.
Investment Research & Advisory Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.