Maridea Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Maridea Wealth 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 Q3	$3.19M	Buy	19,821 +161	+0.8%	+$26.6K	0.31%	83
2026 Q2	$3.21M	Buy	19,660 +58	+0.3%	+$9K	0.35%	67
2026 Q1	$2.84M	Sell	19,602 -543	-3%	-$80.5K	0.41%	60
2025 Q4	$2.84M	Buy	20,145 +163	+0.8%	+$22.7K	0.43%	58
2025 Q3	$2.77M	Buy	+19,982	New	+$2.67M	0.43%	56

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Maridea Wealth Management's MGV Position: Q3 2026 in Review

Maridea Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.82% in Q3 2026, buying an estimated $26.6K and bringing the position to 19,821 shares worth $3.19M. The position accounts for 0.31% of the portfolio, ranked #83.

Maridea Wealth Management first reported a position in MGV in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.21M in Q2 2026. 549 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Maridea Wealth Management held 19,821 shares of Vanguard Morningstar Mega Cap Value ETF worth $3.19M as of Q3 2026.
Maridea Wealth Management bought 161 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $26.6K.
Vanguard Morningstar Mega Cap Value ETF made up 0.31% of Maridea Wealth Management's portfolio in Q3 2026, its #83 holding.
Maridea Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Maridea Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $3.21M in Q2 2026.
549 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.