Kingsman Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Kingsman Wealth Management’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	$284K	Buy	1,740 +7	+0.4%	+$1.09K	0.13%	63
2026 Q1	$251K	Buy	1,733 +10	+0.6%	+$1.48K	0.14%	60
2025 Q4	$243K	Buy	1,723 +18	+1%	+$2.5K	0.13%	61
2025 Q3	$235K	Buy	1,705 +9	+0.5%	+$1.2K	0.13%	63
2025 Q2	$222K	Sell	1,696 -200	-11%	-$25.1K	0.14%	62
2025 Q1	$244K	Buy	+1,896	New	+$245K	0.18%	62

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

Kingsman Wealth Management's MGV Position: Q2 2026 in Review

Kingsman Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.4% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,740 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #63.

Kingsman Wealth Management first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Kingsman Wealth Management held 1,740 shares of Vanguard Morningstar Mega Cap Value ETF worth $284K as of Q2 2026.
Kingsman Wealth Management bought 7 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $1.09K.
Vanguard Morningstar Mega Cap Value ETF made up 0.13% of Kingsman Wealth Management's portfolio in Q2 2026, its #63 holding.
Kingsman Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.