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McClarren Financial Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

McClarren Financial 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 		$344K Buy
2,107
+7
+0.3% +$1.09K 0.18% 66
2026
Q1 		$304K Buy
2,100
+1,112
+113% +$165K 0.18% 66
2025
Q4 		$295K Sell
988
-1,077
-52% -$150K 0.18% 66
2025
Q3 		$284K Buy
2,065
+11
+0.5% +$1.47K 0.17% 67
2025
Q2 		$270K Sell
2,054
-128
-6% -$16.1K 0.18% 63
2025
Q1 		$279K Buy
+2,182
New +$282K 0.18% 60
2024
Q4 		– Sell
-2,159
Closed -$250 – 273
2024
Q3 		$250 Buy
2,159
+1,211
+128% +$150K 0.03% 68
2024
Q2 		$251K Sell
948
-1,608
-63% -$189K 0.18% 64
2024
Q1 		$306K Buy
2,556
+16
+0.6% +$1.81K 0.22% 57
2023
Q4 		$278K Buy
2,540
+17
+0.7% +$1.76K 0.21% 60
2023
Q3 		$255K Sell
2,523
-52
-2% -$5.45K 0.22% 57
2023
Q2 		$267K Buy
2,575
+18
+0.7% +$1.83K 0.22% 58
2023
Q1 		$255K Sell
2,557
-2,008
-44% -$205K 0.23% 57
2022
Q4 		$469K Buy
4,565
+62
+1% +$6.24K 0.45% 40
2022
Q3 		$404K Buy
+4,503
New +$442K 0.4% 42
2022
Q2 		– Sell
-351
Closed -$37K – 171
2022
Q1 		$37K Hold
351
– – 0.03% 146
2021
Q4 		$38K Buy
351
+3
+0.9% +$310 0.03% 156
2021
Q3 		$34K Hold
348
– – 0.03% 141
2021
Q2 		$34K Buy
+348
New +$34.6K 0.03% 146

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
BWM
Braeburn Wealth Management Muskegon, Michigan $233M AUM
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

McClarren Financial Advisors's MGV Position: Q2 2026 in Review

McClarren Financial Advisors increased its Vanguard Mega Cap Value ETF (MGV) stake by 0.33% in Q2 2026, buying an estimated $1.09K and bringing the position to 2,107 shares worth $344K. The position accounts for 0.18% of the portfolio, ranked #66.

McClarren Financial Advisors first reported a position in MGV in Q2 2021 and has held it in 19 quarters since. The position peaked at $469K in Q4 2022. 136 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • McClarren Financial Advisors held 2,107 shares of Vanguard Mega Cap Value ETF worth $344K as of Q2 2026.
  • McClarren Financial Advisors bought 7 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $1.09K.
  • Vanguard Mega Cap Value ETF made up 0.18% of McClarren Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Mega Cap Value ETF in Q2 2021 and has held it in 19 quarters since.
  • McClarren Financial Advisors's Vanguard Mega Cap Value ETF position peaked at $469K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.