Kelman-Lazarov Inc’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Kelman-Lazarov Inc’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	$200K	Buy	+1,224	New	+$190K	0.03%	153
2017 Q1	–	Sell	-1,400	Closed	-$93.9K	–	190
2016 Q4	$93.9K	Hold	1,400	–	–	0.05%	141
2016 Q3	$87K	Hold	1,400	–	–	0.05%	150
2016 Q2	$86.2K	Hold	1,400	–	–	0.05%	152
2016 Q1	$84K	Buy	+1,400	New	+$79.6K	0.05%	157

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 22.9% 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

Kelman-Lazarov Inc's MGV Position: Q2 2026 in Review

Kelman-Lazarov Inc opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,224 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings. This is a return to the name: Kelman-Lazarov Inc previously reported a position in MGV as recently as Q4 2016.

Kelman-Lazarov Inc first reported a position in MGV in Q1 2016 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Kelman-Lazarov Inc held 1,224 shares of Vanguard Morningstar Mega Cap Value ETF worth $200K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Kelman-Lazarov Inc position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #153 holding.
Kelman-Lazarov Inc first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2016 and has held it in 5 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.