James T. Borello’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

James T. Borello’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 Q3	$5.8K	Hold	36	–	–	﹤0.01%	745
2026 Q2	$5.88K	Hold	36	–	–	﹤0.01%	742
2026 Q1	$5.22K	Hold	36	–	–	﹤0.01%	736
2025 Q4	$5.08K	Hold	36	–	–	﹤0.01%	568
2025 Q3	$4.96K	Hold	36	–	–	﹤0.01%	465
2025 Q2	$4.72K	Hold	36	–	–	﹤0.01%	227
2025 Q1	$4.64K	Hold	36	–	–	﹤0.01%	183
2024 Q4	$4.5K	Hold	36	–	–	﹤0.01%	157
2024 Q3	$4.62K	Buy	+36	New	+$4.44K	﹤0.01%	145

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

James T. Borello's MGV Position: Q3 2026 in Review

James T. Borello held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q3 2026 at 36 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

James T. Borello first reported a position in MGV in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.88K in Q2 2026. 257 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

James T. Borello held 36 shares of Vanguard Morningstar Mega Cap Value ETF worth $5.8K as of Q3 2026.
James T. Borello left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #745 holding.
James T. Borello first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
James T. Borello's Vanguard Morningstar Mega Cap Value ETF position peaked at $5.88K in Q2 2026.
257 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.