Noble Wealth Management PBC’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Noble Wealth Management PBC’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	$633K	Sell	3,932 -73	-2%	-$12.1K	0.28%	90
2026 Q2	$655K	Sell	4,005 -803	-17%	-$125K	0.29%	88
2026 Q1	$697K	Sell	4,808 -173	-3%	-$25.6K	0.35%	72
2025 Q4	$703K	Sell	4,981 -768	-13%	-$107K	0.35%	67
2025 Q3	$792K	Buy	+5,749	New	+$769K	0.42%	63
2025 Q1	$1.77M	Sell	13,774 -919	-6%	-$119K	1.21%	23
2024 Q4	$1.84M	Buy	+14,693	New	+$1.9M	1.27%	25

Other funds holding MGV

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Noble Wealth Management PBC's MGV Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 1.8% in Q3 2026, selling an estimated $12.1K and leaving 3,932 shares worth $633K. The position accounts for 0.28% of the portfolio, ranked #90.

Noble Wealth Management PBC first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q4 2024. 24 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Noble Wealth Management PBC held 3,932 shares of Vanguard Morningstar Mega Cap Value ETF worth $633K as of Q3 2026.
Noble Wealth Management PBC sold 73 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $12.1K.
Vanguard Morningstar Mega Cap Value ETF made up 0.28% of Noble Wealth Management PBC's portfolio in Q3 2026, its #90 holding.
Noble Wealth Management PBC first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.84M in Q4 2024.
24 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.