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LWM Advisors’s Vanguard Morningstar 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

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWM Advisors's MGV Position: Q2 2026 in Review

LWM Advisors reduced its Vanguard Morningstar 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. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • LWM Advisors held 3,180 shares of Vanguard Morningstar Mega Cap Value ETF worth $520K as of Q2 2026.
  • LWM Advisors sold 146 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $22.6K.
  • Vanguard Morningstar 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 Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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