MONECO Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

MONECO 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
2026 Q3	$1.18M	Sell	7,331 -198	-3%	-$32.7K	0.07%	243
2026 Q2	$1.23M	Sell	7,529 -57	-0.8%	-$8.84K	0.08%	236
2026 Q1	$1.1M	Sell	7,586 -6,026	-44%	-$893K	0.09%	204
2025 Q4	$1.92M	Buy	13,612 +4,936	+57%	+$686K	0.15%	143
2025 Q3	$1.2M	Sell	8,676 -4,382	-34%	-$586K	0.1%	180
2025 Q2	$1.71M	Sell	13,058 -4,064	-24%	-$510K	0.16%	139
2025 Q1	$2.21M	Sell	17,122 -6,834	-29%	-$884K	0.23%	97
2024 Q4	$2.99M	Sell	23,956 -1,385	-5%	-$179K	0.32%	77
2024 Q3	$3.25M	Buy	25,341 +186	+0.7%	+$23K	0.4%	63
2024 Q2	$2.98M	Buy	25,155 +234	+0.9%	+$27.5K	0.44%	60
2024 Q1	$2.98M	Buy	24,921 +3,611	+17%	+$409K	0.47%	52
2023 Q4	$2.33M	Buy	+21,310	New	+$2.2M	0.44%	59

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MONECO Advisors's MGV Position: Q3 2026 in Review

MONECO Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.6% in Q3 2026, selling an estimated $32.7K and leaving 7,331 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #243.

MONECO Advisors first reported a position in MGV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.25M in Q3 2024. 549 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

MONECO Advisors held 7,331 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.18M as of Q3 2026.
MONECO Advisors sold 198 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $32.7K.
Vanguard Morningstar Mega Cap Value ETF made up 0.07% of MONECO Advisors's portfolio in Q3 2026, its #243 holding.
MONECO Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
MONECO Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $3.25M in Q3 2024.
549 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.