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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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's MGV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q1 2026 at 100 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Medallion Wealth Advisors first reported a position in MGV in Q4 2024 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Medallion Wealth Advisors held 100 shares of Vanguard Morningstar Mega Cap Value ETF worth $14.5K as of Q1 2026.
  • Medallion Wealth Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #711 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 568 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.