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LWM Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

LWM Advisors’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 		$520K Sell
3,180
-146
-4% -$22.6K 0.39% 18
2026
Q1 		$482K Buy
3,326
+20
+0.6% +$2.96K 0.42% 15
2025
Q4 		$467K Hold
3,306
– – 0.41% 15
2025
Q3 		$455K Hold
3,306
– – 0.41% 15
2025
Q2 		$434K Hold
3,306
– – 0.42% 15
2025
Q1 		$411K Sell
3,306
-125
-4% -$16.2K 0.42% 15
2024
Q4 		$429K Buy
+3,431
New +$443K 0.43% 15

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

LWM Advisors's MGV Position: Q2 2026 in Review

LWM Advisors reduced its Vanguard Mega Cap Value ETF (MGV) stake by 4.4% in Q2 2026, selling an estimated $22.6K and leaving 3,180 shares worth $520K. The position accounts for 0.39% of the portfolio, ranked #18.

LWM Advisors first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • LWM Advisors held 3,180 shares of Vanguard Mega Cap Value ETF worth $520K as of Q2 2026.
  • LWM Advisors sold 146 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $22.6K.
  • Vanguard Mega Cap Value ETF made up 0.39% of LWM Advisors's portfolio in Q2 2026, its #18 holding.
  • LWM Advisors first reported a position in Vanguard Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.