MWM
MGV icon

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

Meridian 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 		$1.11M Buy
6,811
+471
+7% +$73.1K 0.03% 362
2026
Q1 		$919K Sell
6,340
-9
-0.1% -$1.33K 0.03% 375
2025
Q4 		$896K Buy
6,349
+10
+0.2% +$1.39K 0.03% 370
2025
Q3 		$873K Buy
6,339
+249
+4% +$33.3K 0.03% 356
2025
Q2 		$799K Hold
6,090
– – 0.03% 353
2025
Q1 		$785K Buy
6,090
+882
+17% +$114K 0.04% 332
2024
Q4 		$651K Buy
5,208
+2
+0% +$258 0.03% 366
2024
Q3 		$668K Buy
+5,206
New +$643K 0.03% 362
2024
Q1 		– Sell
-4,998
Closed -$547K – 376
2023
Q4 		$547K Sell
4,998
-70
-1% -$7.23K 0.03% 366
2023
Q3 		$514K Buy
5,068
+251
+5% +$26.3K 0.03% 362
2023
Q2 		$500K Sell
4,817
-560
-10% -$57K 0.04% 330
2023
Q1 		$543K Sell
5,377
-6
-0.1% -$613 0.05% 301
2022
Q4 		$554K Buy
+5,383
New +$541K 0.05% 290
2022
Q3 		– Sell
-6,632
Closed -$638K – 544
2022
Q2 		$638K Buy
+6,632
New +$679K 0.05% 300

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Meridian Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 7.4% in Q2 2026, buying an estimated $73.1K and bringing the position to 6,811 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #362.

Meridian Wealth Management first reported a position in MGV in Q2 2022 and has held it in 14 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Meridian Wealth Management held 6,811 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.11M as of Q2 2026.
  • Meridian Wealth Management bought 471 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $73.1K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Meridian Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.