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

Lockerman 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	$339K	Buy	2,073 +1	+0%	+$155	0.52%	56
2026 Q1	$300K	Buy	2,072 +18	+0.9%	+$2.67K	0.54%	63
2025 Q4	$290K	Buy	2,054 +3	+0.1%	+$417	0.56%	60
2025 Q3	$283K	Buy	2,051 +17	+0.8%	+$2.27K	0.36%	95
2025 Q2	$267K	Buy	2,034 +286	+16%	+$35.9K	0.36%	99
2025 Q1	$225K	Hold	1,748	–	–	0.34%	105
2024 Q4	$218K	Buy	+1,748	New	+$226K	0.37%	94

Other funds holding MGV

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Lockerman Financial Group increased its Vanguard Mega Cap Value ETF (MGV) stake by 0.05% in Q2 2026, buying an estimated $155 and bringing the position to 2,073 shares worth $339K. The position accounts for 0.52% of the portfolio, ranked #56.

Lockerman Financial Group first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Lockerman Financial Group held 2,073 shares of Vanguard Mega Cap Value ETF worth $339K as of Q2 2026.
Lockerman Financial Group bought 1 Vanguard Mega Cap Value ETF share in Q2 2026, an estimated $155.
Vanguard Mega Cap Value ETF made up 0.52% of Lockerman Financial Group's portfolio in Q2 2026, its #56 holding.
Lockerman Financial Group first reported a position in Vanguard Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.