Regatta Research & Money Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Regatta Research & Money Management’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	$184K	Buy	+1,129	New	+$175K	0.17%	116

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SFA

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

Regatta Research & Money Management's MGV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,129 shares worth $184K. The stake represents 0.17% of the portfolio and ranks #116 among its holdings.

483 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Regatta Research & Money Management held 1,129 shares of Vanguard Morningstar Mega Cap Value ETF worth $184K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Regatta Research & Money Management position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.17% of Regatta Research & Money Management's portfolio in Q2 2026, its #116 holding.
483 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.