MWM
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Meridian Wealth Management’s Vanguard 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
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 $49B AUM 17.78% 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

Meridian Wealth Management's MGV Position: Q1 2026 in Review

Meridian Wealth Management reduced its Vanguard Mega Cap Value ETF (MGV) stake by 0.14% in Q1 2026, selling an estimated $1.33K and leaving 6,340 shares worth $919K. The position accounts for 0.03% of the portfolio, ranked #375.

Meridian Wealth Management first reported a position in MGV in Q2 2022 and has held it in 13 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Meridian Wealth Management held 6,340 shares of Vanguard Mega Cap Value ETF worth $919K as of Q1 2026.
  • Meridian Wealth Management sold 9 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $1.33K.
  • Vanguard Mega Cap Value ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #375 holding.
  • Meridian Wealth Management first reported a position in Vanguard Mega Cap Value ETF in Q2 2022 and has held it in 13 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.