MFA Wealth Advisors’s Vanguard Morningstar 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 $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFA Wealth Advisors's MGV Position: Q3 2025 in Review

MFA Wealth Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2025, closing a stake of 125,779 shares — an estimated $16.5M sold.

MFA Wealth Advisors first reported a position in MGV in Q2 2022 and held it in 8 quarters. The position peaked at $25.3M in Q1 2023. 507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

MFA Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2025 after selling out during the quarter.
MFA Wealth Advisors sold 125,779 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2025, an estimated $16.5M.
MFA Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2022 and held it in 8 quarters.
MFA Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $25.3M in Q1 2023.
507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on MFA Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.