MWA
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Martel Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Martel Wealth 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 		$632K Buy
3,867
+18
+0.5% +$2.79K 0.1% 40
2026
Q1 		$558K Sell
3,849
-159
-4% -$23.6K 0.1% 42
2025
Q4 		$566K Buy
4,008
+43
+1% +$5.98K 0.1% 42
2025
Q3 		$546K Buy
3,965
+20
+0.5% +$2.67K 0.1% 41
2025
Q2 		$518K Hold
3,945
– – 0.1% 44
2025
Q1 		$508K Buy
3,945
+21
+0.5% +$2.71K 0.1% 41
2024
Q4 		$490K Buy
3,924
+22
+0.6% +$2.84K 0.1% 43
2024
Q3 		$501K Buy
3,902
+46
+1% +$5.68K 0.1% 33
2024
Q2 		$457K Hold
3,856
– – 0.1% 36
2024
Q1 		$461K Buy
3,856
+23
+0.6% +$2.6K 0.1% 36
2023
Q4 		$419K Buy
3,833
+27
+0.7% +$2.79K 0.1% 36
2023
Q3 		$386K Sell
3,806
-609
-14% -$63.9K 0.1% 36
2023
Q2 		$458K Buy
4,415
+28
+0.6% +$2.85K 0.11% 34
2023
Q1 		$443K Buy
4,387
+26
+0.6% +$2.66K 0.11% 32
2022
Q4 		$449K Buy
4,361
+61
+1% +$6.13K 0.12% 35
2022
Q3 		$387K Hold
4,300
– – 0.11% 35
2022
Q2 		$414K Buy
4,300
+26
+0.6% +$2.66K 0.11% 36
2022
Q1 		$459K Buy
4,274
+21
+0.5% +$2.23K 0.11% 36
2021
Q4 		$454K Buy
4,253
+53
+1% +$5.48K 0.11% 35
2021
Q3 		$411K Hold
4,200
– – 0.1% 37
2021
Q2 		$418K Buy
4,200
+47
+1% +$4.67K 0.11% 37
2021
Q1 		$395K Sell
4,153
-580
-12% -$52.8K 0.11% 36
2020
Q4 		$411K Buy
4,733
+36
+0.8% +$2.95K 0.12% 37
2020
Q3 		$360K Buy
4,697
+60
+1% +$4.61K 0.12% 35
2020
Q2 		$339K Buy
4,637
+37
+0.8% +$2.68K 0.12% 34
2020
Q1 		$304K Hold
4,600
– – 0.12% 33
2019
Q4 		$401K Buy
4,600
+64
+1% +$5.37K 0.14% 32
2019
Q3 		$369K Buy
4,536
+32
+0.7% +$2.57K 0.13% 31
2019
Q2 		$363K Hold
4,504
– – 0.13% 31
2019
Q1 		$351K Buy
4,504
+34
+0.8% +$2.6K 0.13% 31
2018
Q4 		$319K Sell
4,470
-104
-2% -$7.94K 0.13% 33
2018
Q3 		$366K Buy
+4,574
New +$360K 0.14% 29

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
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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

Martel Wealth Advisors's MGV Position: Q2 2026 in Review

Martel Wealth Advisors increased its Vanguard Mega Cap Value ETF (MGV) stake by 0.47% in Q2 2026, buying an estimated $2.79K and bringing the position to 3,867 shares worth $632K. The position accounts for 0.1% of the portfolio, ranked #40.

Martel Wealth Advisors first reported a position in MGV in Q3 2018 and has held it in 32 quarters since. 107 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Martel Wealth Advisors held 3,867 shares of Vanguard Mega Cap Value ETF worth $632K as of Q2 2026.
  • Martel Wealth Advisors bought 18 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $2.79K.
  • Vanguard Mega Cap Value ETF made up 0.1% of Martel Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Martel Wealth Advisors first reported a position in Vanguard Mega Cap Value ETF in Q3 2018 and has held it in 32 quarters since.
  • 107 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.