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Investment Research & Advisory Group’s Vanguard 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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BWM
Braeburn Wealth Management Muskegon, Michigan $233M AUM
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

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

Investment Research & Advisory Group increased its Vanguard 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. 182 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Investment Research & Advisory Group held 3,805 shares of Vanguard Mega Cap Value ETF worth $622K as of Q2 2026.
  • Investment Research & Advisory Group bought 5 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $776.
  • Vanguard 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 Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 182 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

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