MFA Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

MFA 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
2025 Q3	–	Sell	-125,779	Closed	-$16.5M	–	95
2025 Q2	$16.5M	Buy	125,779 +229	+0.2%	+$28.7K	3.87%	6
2025 Q1	$16.2M	Buy	125,550 +2,104	+2%	+$272K	4%	6
2024 Q4	$15.4M	Buy	123,446 +19,490	+19%	+$2.52M	3.95%	7
2024 Q3	$13.3M	Buy	+103,956	New	+$12.8M	2.92%	10
2023 Q2	–	Sell	-250,911	Closed	-$25.3M	–	81
2023 Q1	$25.3M	Buy	250,911 +6,932	+3%	+$708K	8.35%	4
2022 Q4	$25.1M	Sell	243,979 -2,381	-1%	-$239K	9.09%	3
2022 Q3	$22.1M	Buy	246,360 +24,765	+11%	+$2.43M	8.2%	3
2022 Q2	$21.3M	Buy	+221,595	New	+$22.7M	7.78%	3

Other funds holding MGV

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return