MFG
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Merit Financial Group’s Vanguard Morningstar 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

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Morningstar 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. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Merit Financial Group held 1,652,554 shares of Vanguard Morningstar Mega Cap Value ETF worth $270M as of Q2 2026.
  • Merit Financial Group bought 315,657 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $49M.
  • Vanguard Morningstar 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 Morningstar Mega Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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