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Ogorek Anthony Joseph’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Ogorek Anthony Joseph’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
Q1 		$1.25M Sell
8,641
-4,567
-35% -$677K 0.34% 37
2025
Q4 		$1.86M Buy
13,208
+70
+0.5% +$9.73K 0.51% 30
2025
Q3 		$1.81M Sell
13,138
-272
-2% -$36.4K 0.52% 33
2025
Q2 		$1.76M Sell
13,410
-284
-2% -$35.6K 0.54% 31
2025
Q1 		$1.76M Buy
13,694
+21
+0.2% +$2.71K 0.58% 28
2024
Q4 		$1.71M Sell
13,673
-280
-2% -$36.1K 0.54% 32
2024
Q3 		$1.79M Sell
13,953
-747
-5% -$92.2K 0.61% 27
2024
Q2 		$1.74M Sell
14,700
-398
-3% -$46.8K 0.61% 30
2024
Q1 		$1.8M Sell
15,098
-87
-0.6% -$9.86K 0.63% 29
2023
Q4 		$1.66M Sell
15,185
-345
-2% -$35.7K 0.6% 29
2023
Q3 		$1.57M Sell
15,530
-45
-0.3% -$4.72K 0.62% 39
2023
Q2 		$1.62M Sell
15,575
-888
-5% -$90.3K 0.62% 37
2023
Q1 		$1.66M Hold
16,463
– – 0.68% 43
2022
Q4 		$1.69M Hold
16,463
– – 0.74% 39
2022
Q3 		$1.48M Sell
16,463
-283
-2% -$27.8K 0.7% 35
2022
Q2 		$1.61M Sell
16,746
-69
-0.4% -$7.07K 0.74% 35
2022
Q1 		$1.8M Sell
16,815
-736
-4% -$78.1K 0.74% 29
2021
Q4 		$1.87M Sell
17,551
-1,124
-6% -$116K 0.8% 24
2021
Q3 		$1.83M Sell
18,675
-2,087
-10% -$211K 0.83% 24
2021
Q2 		$2.07M Sell
20,762
-81
-0.4% -$8.05K 0.93% 25
2021
Q1 		$1.98M Sell
20,843
-839
-4% -$76.3K 0.98% 25
2020
Q4 		$1.88M Sell
21,682
-77,132
-78% -$6.33M 1.01% 16
2020
Q3 		$7.58M Buy
98,814
+450
+0.5% +$34.5K 4.47% 8
2020
Q2 		$7.2M Buy
+98,364
New +$7.12M 5.09% 8

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ogorek Anthony Joseph's MGV Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 35% in Q1 2026, selling an estimated $677K and leaving 8,641 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #37.

Ogorek Anthony Joseph first reported a position in MGV in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.58M in Q3 2020. 568 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Ogorek Anthony Joseph held 8,641 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.25M as of Q1 2026.
  • Ogorek Anthony Joseph sold 4,567 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2026, an estimated $677K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.34% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #37 holding.
  • Ogorek Anthony Joseph first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2020 and has held it in 24 quarters since.
  • Ogorek Anthony Joseph's Vanguard Morningstar Mega Cap Value ETF position peaked at $7.58M in Q3 2020.
  • 568 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.