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Luminist Capital’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Luminist Capital’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
2025
Q4 		– Sell
-1,537
Closed -$212K – 306
2025
Q3 		$212K Buy
+1,537
New +$206K 0.18% 67

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Morgan Stanley
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Ameriprise
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Luminist Capital's MGV Position: Q4 2025 in Review

Luminist Capital sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2025, closing a stake of 1,537 shares — an estimated $212K sold.

Luminist Capital first reported a position in MGV in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 546 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

  • Luminist Capital reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Luminist Capital sold 1,537 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $212K.
  • Luminist Capital first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Luminist Capital's Vanguard Morningstar Mega Cap Value ETF position peaked at $212K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on Luminist Capital's 13F filing for Q4 2025, filed 13 Feb 2026.