MFG
MGV icon

Merit Financial Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Merit Financial Group’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 		$270M Buy
1,652,554
+315,657
+24% +$49M 1.65% 8
2026
Q1 		$194M Buy
1,336,897
+75,129
+6% +$11.1M 1.44% 11
2025
Q4 		$178M Buy
1,261,768
+429,853
+52% +$59.8M 1.43% 10
2025
Q3 		$115M Buy
831,915
+192,747
+30% +$25.8M 1.05% 21
2025
Q2 		$83.9M Buy
639,168
+50,431
+9% +$6.32M 0.94% 23
2025
Q1 		$75.9M Buy
588,737
+6,263
+1% +$810K 1.14% 18
2024
Q4 		$72.8M Buy
582,474
+42,119
+8% +$5.44M 1.31% 17
2024
Q3 		$69.3M Buy
540,355
+20,807
+4% +$2.57M 1.55% 13
2024
Q2 		$61.6M Buy
519,548
+22,608
+5% +$2.66M 1.36% 14
2024
Q1 		$57.5M Buy
496,940
+177,318
+55% +$20.1M 1.37% 13
2023
Q4 		$35M Buy
319,622
+73,223
+30% +$7.57M 1.06% 18
2023
Q3 		$25M Buy
246,399
+30,361
+14% +$3.18M 0.82% 15
2023
Q2 		$22.4M Buy
216,038
+22,031
+11% +$2.24M 0.73% 19
2023
Q1 		$19.6M Buy
194,007
+44
+0% +$4.5K 0.71% 19
2022
Q4 		$19.9M Sell
193,963
-23,482
-11% -$2.36M 0.72% 18
2022
Q3 		$19.6M Sell
217,445
-284,784
-57% -$28M 0.85% 16
2022
Q2 		$48.3M Buy
502,229
+202,593
+68% +$20.7M 1.49% 14
2022
Q1 		$32.2M Buy
+299,636
New +$31.8M 1.94% 7

Other funds holding MGV

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Merit Financial Group's MGV Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard Mega Cap Value ETF (MGV) stake by 24% in Q2 2026, buying an estimated $49M and bringing the position to 1,652,554 shares worth $270M. The position accounts for 1.65% of the portfolio, ranked #8.

Merit Financial Group first reported a position in MGV in Q1 2022 and has held it in 18 quarters since. 91 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Merit Financial Group held 1,652,554 shares of Vanguard Mega Cap Value ETF worth $270M as of Q2 2026.
  • Merit Financial Group bought 315,657 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $49M.
  • Vanguard Mega Cap Value ETF made up 1.65% of Merit Financial Group's portfolio in Q2 2026, its #8 holding.
  • Merit Financial Group first reported a position in Vanguard Mega Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 91 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

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