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Jaffetilchin Investment Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$275K Buy
+1,898
New +$281K 0.02% 380
2024
Q4 		– Sell
-695
Closed -$89.2K – 911
2024
Q3 		$89.2K Buy
+695
New +$85.8K 0.01% 483

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jaffetilchin Investment Partners's MGV Position: Q1 2026 in Review

Jaffetilchin Investment Partners opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2026: 1,898 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings. This is a return to the name: Jaffetilchin Investment Partners previously reported a position in MGV as recently as Q3 2024.

Jaffetilchin Investment Partners first reported a position in MGV in Q3 2024 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Jaffetilchin Investment Partners held 1,898 shares of Vanguard Morningstar Mega Cap Value ETF worth $275K as of Q1 2026.
  • Vanguard Morningstar Mega Cap Value ETF was a new Jaffetilchin Investment Partners position in Q1 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #380 holding.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.