Matthew Goff Investment Advisor’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Matthew Goff Investment Advisor’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	–	Sell	-11,018	Closed	-$1.6M	–	105
2026 Q1	$1.6M	Buy	+11,018	New	+$1.63M	0.27%	57
2025 Q2	–	Sell	-24,590	Closed	-$3.99M	–	100
2025 Q1	$3.99M	Buy	24,590 +11,273	+85%	+$1.46M	0.74%	35
2024 Q4	$1.66M	Sell	13,317 -155	-1%	-$20K	0.31%	54
2024 Q3	$1.73M	Buy	13,472 +3	+0%	+$370	0.33%	53
2024 Q2	$1.6M	Hold	13,469	–	–	0.33%	52
2024 Q1	$1.61M	Buy	13,469 +166	+1%	+$18.8K	0.33%	50
2023 Q4	$1.45M	Sell	13,303 -298	-2%	-$30.8K	0.32%	50
2023 Q3	$1.38M	Sell	13,601 -223	-2%	-$23.4K	0.33%	50
2023 Q2	$1.43M	Hold	13,824	–	–	0.34%	52
2023 Q1	$1.4M	Sell	13,824 -220	-2%	-$22.5K	0.35%	52
2022 Q4	$1.44M	Hold	14,044	–	–	0.38%	48
2022 Q3	$1.26M	Hold	14,044	–	–	0.36%	46
2022 Q2	$1.35M	Hold	14,044	–	–	0.36%	44
2022 Q1	$1.51M	Hold	14,044	–	–	0.35%	44
2021 Q4	$1.5M	Sell	14,044 -82	-0.6%	-$8.48K	0.34%	44
2021 Q3	$1.38M	Hold	14,126	–	–	0.34%	46
2021 Q2	$1.41M	Hold	14,126	–	–	0.36%	50
2021 Q1	$1.34M	Sell	14,126 -230	-2%	-$20.9K	0.38%	50
2020 Q4	$1.25M	Hold	14,356	–	–	0.37%	46
2020 Q3	$1.1M	Sell	14,356 -1,437	-9%	-$110K	0.35%	46
2020 Q2	$1.16M	Buy	+15,793	New	+$1.14M	0.38%	45
2018 Q4	–	Sell	-20,408	Closed	-$1.63M	–	57
2018 Q3	$1.63M	Sell	20,408 -535	-3%	-$42.1K	0.65%	39
2018 Q2	$1.55M	Sell	20,943 -3,414	-14%	-$257K	0.61%	41
2018 Q1	$1.8M	Hold	24,357	–	–	0.76%	35
2017 Q4	$1.86M	Sell	24,357 -769	-3%	-$57.1K	0.8%	35
2017 Q3	$1.8M	Buy	+25,126	New	+$1.77M	0.77%	37

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

Matthew Goff Investment Advisor's MGV Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of Vanguard Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 11,018 shares — an estimated $1.6M sold.

Matthew Goff Investment Advisor first reported a position in MGV in Q3 2017 and held it in 26 quarters. The position peaked at $3.99M in Q1 2025. 91 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Matthew Goff Investment Advisor reported no remaining Vanguard Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Matthew Goff Investment Advisor sold 11,018 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $1.6M.
Matthew Goff Investment Advisor first reported a position in Vanguard Mega Cap Value ETF in Q3 2017 and held it in 26 quarters.
Matthew Goff Investment Advisor's Vanguard Mega Cap Value ETF position peaked at $3.99M in Q1 2025.
91 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.