LifeWealth Investments’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

LifeWealth Investments’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	–	Sell	-29,612	Closed	-$4.29M	–	146
2026 Q1	$4.29M	Buy	29,612 +5,164	+21%	+$765K	1.28%	22
2025 Q4	$3.45M	Buy	24,448 +2,875	+13%	+$400K	1.09%	27
2025 Q3	$2.97M	Buy	21,573 +612	+3%	+$81.9K	0.98%	29
2025 Q2	$2.75M	Buy	20,961 +5,074	+32%	+$636K	1%	29
2025 Q1	$2.05M	Buy	15,887 +5,070	+47%	+$656K	0.98%	34
2024 Q4	$1.35M	Buy	+10,817	New	+$1.4M	0.9%	30

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

LifeWealth Investments's MGV Position: Q2 2026 in Review

LifeWealth Investments sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 29,612 shares — an estimated $4.29M sold.

LifeWealth Investments first reported a position in MGV in Q4 2024 and held it in 6 quarters. The position peaked at $4.29M in Q1 2026. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

LifeWealth Investments reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
LifeWealth Investments sold 29,612 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $4.29M.
LifeWealth Investments first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and held it in 6 quarters.
LifeWealth Investments's Vanguard Morningstar Mega Cap Value ETF position peaked at $4.29M in Q1 2026.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.