Olistico Wealth
MGV icon

Olistico Wealth’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Olistico Wealth’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 		$3.84M Buy
23,813
+2,148
+10% +$355K 1.6% 14
2026
Q2 		$3.54M Buy
21,665
+1,477
+7% +$229K 1.51% 15
2026
Q1 		$2.93M Buy
+20,188
New +$2.99M 1.44% 16

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Braeburn Wealth Management
Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Zeit Capital
Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Olistico Wealth's MGV Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 9.9% in Q3 2026, buying an estimated $355K and bringing the position to 23,813 shares worth $3.84M. The position accounts for 1.6% of the portfolio, ranked #14.

Olistico Wealth first reported a position in MGV in Q1 2026 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

  • Olistico Wealth held 23,813 shares of Vanguard Morningstar Mega Cap Value ETF worth $3.84M as of Q3 2026.
  • Olistico Wealth bought 2,148 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $355K.
  • Vanguard Morningstar Mega Cap Value ETF made up 1.6% of Olistico Wealth's portfolio in Q3 2026, its #14 holding.
  • Olistico Wealth first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.