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Kingswood Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Kingswood Wealth Advisors’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 		$1.09M Buy
6,666
+393
+6% +$61K 0.04% 392
2026
Q1 		$909K Buy
+6,273
New +$929K 0.04% 399

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

Kingswood Wealth Advisors's MGV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 6.3% in Q2 2026, buying an estimated $61K and bringing the position to 6,666 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #392.

Kingswood Wealth Advisors first reported a position in MGV in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Kingswood Wealth Advisors held 6,666 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.09M as of Q2 2026.
  • Kingswood Wealth Advisors bought 393 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $61K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #392 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.