NWF 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
$286K Buy
1,752
+166
+10% +$25.8K 0.03% 323
2026
Q1
$230K Buy
+1,586
New +$235K 0.03% 340
2025
Q3
Sell
-1,768
Closed -$232K 441
2025
Q2
$232K Hold
1,768
0.03% 349
2025
Q1
$228K Buy
+1,768
New +$229K 0.03% 293
2024
Q4
Sell
-1,661
Closed -$213K 371
2024
Q3
$213K Buy
+1,661
New +$205K 0.03% 298

Other funds holding MGV

NWF Advisory Services's MGV Position: Q2 2026 in Review

NWF Advisory Services increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 10% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,752 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #323.

NWF Advisory Services first reported a position in MGV in Q3 2024 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • NWF Advisory Services held 1,752 shares of Vanguard Morningstar Mega Cap Value ETF worth $286K as of Q2 2026.
  • NWF Advisory Services bought 166 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $25.8K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #323 holding.
  • NWF Advisory Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.