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

LifeSteps Financial’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 		$2.29K Buy
+14
New +$2.17K ﹤0.01% 656
2024
Q2 		– Sell
-14
Closed -$1.67K – 273
2024
Q1 		$1.67K Buy
+14
New +$1.59K ﹤0.01% 396

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

LifeSteps Financial's MGV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 14 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MGV as recently as Q1 2024.

LifeSteps Financial first reported a position in MGV in Q1 2024 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • LifeSteps Financial held 14 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.29K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #656 holding.
  • LifeSteps Financial first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.