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OneAscent Family Office’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

OneAscent Family Office’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 		$382K Buy
2,636
+543
+26% +$80.5K 0.27% 92
2025
Q4 		$295K Buy
2,093
+242
+13% +$33.6K 0.2% 116
2025
Q3 		$255K Buy
+1,851
New +$248K 0.21% 123

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 $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneAscent Family Office's MGV Position: Q1 2026 in Review

OneAscent Family Office increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 26% in Q1 2026, buying an estimated $80.5K and bringing the position to 2,636 shares worth $382K. The position accounts for 0.27% of the portfolio, ranked #92.

OneAscent Family Office first reported a position in MGV in Q3 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • OneAscent Family Office held 2,636 shares of Vanguard Morningstar Mega Cap Value ETF worth $382K as of Q1 2026.
  • OneAscent Family Office bought 543 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2026, an estimated $80.5K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.27% of OneAscent Family Office's portfolio in Q1 2026, its #92 holding.
  • OneAscent Family Office first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.