Keystone Wealth Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Keystone Wealth Services’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	$214K	Buy	+1,309	New	+$203K	0.04%	306
2025 Q1	–	Sell	-1,810	Closed	-$226K	–	271
2024 Q4	$226K	Buy	1,810 +2	+0.1%	+$258	0.06%	236
2024 Q3	$232K	Buy	+1,808	New	+$223K	0.06%	227

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

Keystone Wealth Services's MGV Position: Q2 2026 in Review

Keystone Wealth Services opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,309 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #306 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in MGV as recently as Q4 2024.

Keystone Wealth Services first reported a position in MGV in Q3 2024 and has held it in 3 quarters since. The position peaked at $232K in Q3 2024. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Keystone Wealth Services held 1,309 shares of Vanguard Morningstar Mega Cap Value ETF worth $214K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Keystone Wealth Services position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #306 holding.
Keystone Wealth Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
Keystone Wealth Services's Vanguard Morningstar Mega Cap Value ETF position peaked at $232K in Q3 2024.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.