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

Lake Hills 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	$212K	Buy	+1,297	New	+$201K	0.1%	61

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BIA

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

Lake Hills Wealth Management's MGV Position: Q2 2026 in Review

Lake Hills Wealth Management opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,297 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #61 among its holdings.

259 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Lake Hills Wealth Management held 1,297 shares of Vanguard Morningstar Mega Cap Value ETF worth $212K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Lake Hills Wealth Management position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.1% of Lake Hills Wealth Management's portfolio in Q2 2026, its #61 holding.
259 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.