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

Lido 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	$3.97M	Sell	24,279 -2,720	-10%	-$422K	0.01%	561
2026 Q1	$3.91M	Buy	26,999 +747	+3%	+$111K	0.01%	515
2025 Q4	$3.7M	Sell	26,252 -2,460	-9%	-$342K	0.01%	539
2025 Q3	$3.96M	Sell	28,712 -1,505	-5%	-$201K	0.01%	498
2025 Q2	$3.97M	Buy	30,217 +16,683	+123%	+$2.09M	0.02%	423
2025 Q1	$1.74M	Buy	13,534 +6,837	+102%	+$884K	0.01%	580
2024 Q4	$836K	Buy	+6,697	New	+$864K	﹤0.01%	828
2023 Q4	–	Sell	-2,544	Closed	-$258K	–	1391
2023 Q3	$258K	Buy	+2,544	New	+$267K	﹤0.01%	982

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

Lido Advisors's MGV Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 10% in Q2 2026, selling an estimated $422K and leaving 24,279 shares worth $3.97M. The position accounts for 0.01% of the portfolio, ranked #561.

Lido Advisors first reported a position in MGV in Q3 2023 and has held it in 8 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Lido Advisors held 24,279 shares of Vanguard Morningstar Mega Cap Value ETF worth $3.97M as of Q2 2026.
Lido Advisors sold 2,720 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $422K.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #561 holding.
Lido Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2023 and has held it in 8 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.