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Kilter Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Kilter Group’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 		$36.1K Hold
221
– – 0.01% 175
2026
Q1 		$32K Hold
221
– – 0.01% 169
2025
Q4 		$31.2K Hold
221
– – 0.01% 163
2025
Q3 		$30.4K Hold
221
– – 0.01% 153
2025
Q2 		$29K Buy
+221
New +$27.7K 0.01% 138

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

Kilter Group's MGV Position: Q2 2026 in Review

Kilter Group held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 221 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #175.

Kilter Group first reported a position in MGV in Q2 2025 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Kilter Group held 221 shares of Vanguard Morningstar Mega Cap Value ETF worth $36.1K as of Q2 2026.
  • Kilter Group left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Kilter Group's portfolio in Q2 2026, its #175 holding.
  • Kilter Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.