Medallion Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Medallion 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	$16.3K	Hold	100	–	–	0.01%	667
2026 Q1	$14.5K	Hold	100	–	–	﹤0.01%	711
2025 Q4	$14.1K	Hold	100	–	–	﹤0.01%	700
2025 Q3	$13.8K	Hold	100	–	–	﹤0.01%	702
2025 Q2	$13.3K	Hold	100	–	–	0.01%	697
2025 Q1	$12.8K	Buy	100 +99	+9,900%	+$12.8K	0.01%	652
2024 Q4	$130	Buy	+1	New	+$129	﹤0.01%	993

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

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

Medallion Wealth Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 100 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #667.

Medallion Wealth Advisors first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Medallion Wealth Advisors held 100 shares of Vanguard Morningstar Mega Cap Value ETF worth $16.3K as of Q2 2026.
Medallion Wealth Advisors 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 Medallion Wealth Advisors's portfolio in Q2 2026, its #667 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.