MGIA
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Moneta Group Investment Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Moneta Group Investment 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
Q2 		$2.68M Buy
16,405
+892
+6% +$138K 0.02% 267
2026
Q1 		$2.25M Buy
15,513
+52
+0.3% +$7.71K 0.02% 256
2025
Q4 		$2.18M Sell
15,461
-377
-2% -$52.4K 0.02% 259
2025
Q3 		$2.18M Buy
15,838
+1,170
+8% +$157K 0.02% 256
2025
Q2 		$1.92M Buy
14,668
+3,131
+27% +$393K 0.02% 228
2025
Q1 		$1.49M Sell
11,537
-230
-2% -$29.7K 0.02% 240
2024
Q4 		$1.47M Buy
11,767
+230
+2% +$29.7K 0.02% 243
2024
Q3 		$1.48M Sell
11,537
-10
-0.1% -$1.24K 0.02% 236
2024
Q2 		$1.37M Sell
11,547
-5,433
-32% -$639K 0.02% 230
2024
Q1 		$2.03M Hold
16,980
– – 0.03% 189
2023
Q4 		$1.86M Hold
16,980
– – 0.04% 179
2023
Q3 		$1.72M Hold
16,980
– – 0.04% 173
2023
Q2 		$1.76M Buy
16,980
+4,502
+36% +$458K 0.04% 175
2023
Q1 		$1.26M Buy
12,478
+1,952
+19% +$199K 0.03% 197
2022
Q4 		$1.1M Sell
10,526
-140
-1% -$14.1K 0.03% 197
2022
Q3 		$959K Buy
10,666
+664
+7% +$65.2K 0.04% 195
2022
Q2 		$962K Buy
+10,002
New +$1.02M 0.03% 208

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Moneta Group Investment Advisors's MGV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 5.8% in Q2 2026, buying an estimated $138K and bringing the position to 16,405 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #267.

Moneta Group Investment Advisors first reported a position in MGV in Q2 2022 and has held it in 17 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Moneta Group Investment Advisors held 16,405 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.68M as of Q2 2026.
  • Moneta Group Investment Advisors bought 892 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #267 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.