N.E.W. Advisory Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.2K Hold
136
﹤0.01% 509
2026
Q1
$19.7K Hold
136
﹤0.01% 509
2025
Q4
$19.2K Hold
136
﹤0.01% 511
2025
Q3
$18.7K Hold
136
﹤0.01% 474
2025
Q2
$17.8K Sell
136
-136
-50% -$17.1K ﹤0.01% 480
2025
Q1
$35K Buy
+272
New +$35.2K ﹤0.01% 411

Other funds holding MGV

N.E.W. Advisory Services's MGV Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 136 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

N.E.W. Advisory Services first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $35K in Q1 2025. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • N.E.W. Advisory Services held 136 shares of Vanguard Morningstar Mega Cap Value ETF worth $22.2K as of Q2 2026.
  • N.E.W. Advisory Services left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #509 holding.
  • N.E.W. Advisory Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Vanguard Morningstar Mega Cap Value ETF position peaked at $35K in Q1 2025.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.