Kickstand Ventures’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Kickstand Ventures’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	$643K	Sell	3,935 -118,140	-97%	-$18.3M	0.12%	84
2026 Q1	$17.7M	Buy	122,075 +1,580	+1%	+$234K	3.73%	5
2025 Q4	$17M	Buy	120,495 +2,987	+3%	+$415K	3.58%	5
2025 Q3	$16.2M	Buy	117,508 +3,340	+3%	+$447K	3.56%	6
2025 Q2	$15M	Buy	+114,168	New	+$14.3M	3.5%	6

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

Kickstand Ventures's MGV Position: Q2 2026 in Review

Kickstand Ventures reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 97% in Q2 2026, selling an estimated $18.3M and leaving 3,935 shares worth $643K. The position accounts for 0.12% of the portfolio, ranked #84.

Kickstand Ventures first reported a position in MGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.7M in Q1 2026. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Kickstand Ventures held 3,935 shares of Vanguard Morningstar Mega Cap Value ETF worth $643K as of Q2 2026.
Kickstand Ventures sold 118,140 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $18.3M.
Vanguard Morningstar Mega Cap Value ETF made up 0.12% of Kickstand Ventures's portfolio in Q2 2026, its #84 holding.
Kickstand Ventures first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Kickstand Ventures's Vanguard Morningstar Mega Cap Value ETF position peaked at $17.7M in Q1 2026.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.