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

Larson Financial 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 		$131K Buy
800
+359
+81% +$55.7K ﹤0.01% 1044
2026
Q1 		$63.9K Sell
441
-13
-3% -$1.93K ﹤0.01% 1220
2025
Q4 		$64.1K Sell
454
-14
-3% -$1.95K ﹤0.01% 1117
2025
Q3 		$64.4K Sell
468
-3,323
-88% -$444K ﹤0.01% 1052
2025
Q2 		$497K Sell
3,791
-484
-11% -$60.7K 0.02% 433
2025
Q1 		$551K Buy
+4,275
New +$553K 0.03% 380

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

Larson Financial Group's MGV Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 81% in Q2 2026, buying an estimated $55.7K and bringing the position to 800 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Larson Financial Group first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $551K in Q1 2025. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Larson Financial Group held 800 shares of Vanguard Morningstar Mega Cap Value ETF worth $131K as of Q2 2026.
  • Larson Financial Group bought 359 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $55.7K.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1044 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $551K in Q1 2025.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.