MidAtlantic Capital Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

MidAtlantic Capital 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 Q2	$872K	Hold	5,336	–	–	0.54%	48
2026 Q1	$773K	Hold	5,336	–	–	0.53%	48
2025 Q4	$753K	Hold	5,336	–	–	0.48%	48
2025 Q3	$735K	Hold	5,336	–	–	0.5%	49
2025 Q2	$700K	Hold	5,336	–	–	0.5%	52
2025 Q1	$687K	Hold	5,336	–	–	0.54%	47
2024 Q4	$667K	Hold	5,336	–	–	0.49%	49
2024 Q3	$685K	Hold	5,336	–	–	0.5%	48
2024 Q2	$632K	Hold	5,336	–	–	0.53%	46
2024 Q1	$638K	Hold	5,336	–	–	0.56%	44
2023 Q4	$584K	Buy	+5,336	New	+$551K	0.57%	45

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

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

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

MidAtlantic Capital Management's MGV Position: Q2 2026 in Review

MidAtlantic Capital Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 5,336 shares worth $872K. The position accounts for 0.54% of the portfolio, ranked #48.

MidAtlantic Capital Management first reported a position in MGV in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

MidAtlantic Capital Management held 5,336 shares of Vanguard Morningstar Mega Cap Value ETF worth $872K as of Q2 2026.
MidAtlantic Capital Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.54% of MidAtlantic Capital Management's portfolio in Q2 2026, its #48 holding.
MidAtlantic Capital Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.