Landaas & Company’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Landaas & Company’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	$848K	Hold	5,186	–	–	0.15%	54
2026 Q1	$752K	Hold	5,186	–	–	0.16%	50
2025 Q4	$732K	Hold	5,186	–	–	0.16%	46
2025 Q3	$714K	Hold	5,186	–	–	0.16%	42
2025 Q2	$680K	Buy	5,186 +450	+10%	+$56.4K	0.16%	40
2025 Q1	$610K	Hold	4,736	–	–	0.17%	33
2024 Q4	$592K	Hold	4,736	–	–	0.16%	32
2024 Q3	$608K	Hold	4,736	–	–	0.17%	30
2024 Q2	$561K	Hold	4,736	–	–	0.17%	29
2024 Q1	$566K	Hold	4,736	–	–	0.18%	31
2023 Q4	$518K	Hold	4,736	–	–	0.19%	32
2023 Q3	$480K	Buy	+4,736	New	+$497K	0.21%	34

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

Landaas & Company's MGV Position: Q2 2026 in Review

Landaas & Company held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 5,186 shares worth $848K. The position accounts for 0.15% of the portfolio, ranked #54.

Landaas & Company first reported a position in MGV in Q3 2023 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Landaas & Company held 5,186 shares of Vanguard Morningstar Mega Cap Value ETF worth $848K as of Q2 2026.
Landaas & Company left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.15% of Landaas & Company's portfolio in Q2 2026, its #54 holding.
Landaas & Company first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.