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

Mascoma 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 Q2	$79.3K	Hold	485	–	–	0.01%	152
2026 Q1	$70.3K	Hold	485	–	–	0.01%	161
2025 Q4	$68.5K	Hold	485	–	–	0.01%	155
2025 Q3	$66.8K	Hold	485	–	–	0.01%	172
2025 Q2	$63.6K	Hold	485	–	–	0.01%	169
2025 Q1	$62.5K	Sell	485 -107	-18%	-$13.8K	0.02%	171
2024 Q4	$73.9K	Buy	+592	New	+$76.4K	0.02%	167

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mascoma Wealth Management's MGV Position: Q2 2026 in Review

Mascoma Wealth Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 485 shares worth $79.3K. The position accounts for 0.01% of the portfolio, ranked #152.

Mascoma Wealth Management first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Mascoma Wealth Management held 485 shares of Vanguard Morningstar Mega Cap Value ETF worth $79.3K as of Q2 2026.
Mascoma Wealth Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #152 holding.
Mascoma Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.