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Main Street Financial Solutions’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Main Street Financial Solutions’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 		$351K Sell
2,147
-804
-27% -$125K 0.02% 441
2026
Q1 		$428K Buy
2,951
+1
+0% +$148 0.03% 367
2025
Q4 		$416K Sell
2,950
-70
-2% -$9.73K 0.03% 363
2025
Q3 		$416K Buy
3,020
+45
+2% +$6.02K 0.03% 423
2025
Q2 		$390K Hold
2,975
– – 0.03% 400
2025
Q1 		$383K Buy
+2,975
New +$385K 0.03% 362
2024
Q4 		– Sell
-3,740
Closed -$480K – 538
2024
Q3 		$480K Sell
3,740
-12
-0.3% -$1.48K 0.04% 317
2024
Q2 		$445K Sell
3,752
-13
-0.3% -$1.53K 0.04% 340
2024
Q1 		$450K Hold
3,765
– – 0.05% 324
2023
Q4 		$412K Buy
3,765
+25
+0.7% +$2.58K 0.05% 298
2023
Q3 		$379K Sell
3,740
-406
-10% -$42.6K 0.05% 300
2023
Q2 		$430K Hold
4,146
– – 0.06% 286
2023
Q1 		$419K Buy
4,146
+60
+1% +$6.13K 0.06% 283
2022
Q4 		$420K Sell
4,086
-78
-2% -$7.84K 0.07% 267
2022
Q3 		$374K Buy
4,164
+46
+1% +$4.52K 0.06% 285
2022
Q2 		$396K Buy
4,118
+241
+6% +$24.7K 0.05% 283
2022
Q1 		$416K Buy
3,877
+874
+29% +$92.7K 0.06% 286
2021
Q4 		$321K Buy
3,003
+2
+0.1% +$207 0.05% 362
2021
Q3 		$294K Hold
3,001
– – 0.05% 367
2021
Q2 		$299K Buy
3,001
+495
+20% +$49.2K 0.05% 354
2021
Q1 		$239K Hold
2,506
– – 0.04% 374
2020
Q4 		$218K Buy
+2,506
New +$206K 0.04% 355

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 22.9% 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

Main Street Financial Solutions's MGV Position: Q2 2026 in Review

Main Street Financial Solutions reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 27% in Q2 2026, selling an estimated $125K and leaving 2,147 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #441.

Main Street Financial Solutions first reported a position in MGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $480K in Q3 2024. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Main Street Financial Solutions held 2,147 shares of Vanguard Morningstar Mega Cap Value ETF worth $351K as of Q2 2026.
  • Main Street Financial Solutions sold 804 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q2 2026, its #441 holding.
  • Main Street Financial Solutions first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Main Street Financial Solutions's Vanguard Morningstar Mega Cap Value ETF position peaked at $480K in Q3 2024.
  • 606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.