Optivise Advisory Services’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Optivise Advisory Services’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 Q2	$724K	Hold	4,432	–	–	0.37%	78
2026 Q1	$642K	Buy	4,432 +412	+10%	+$61K	0.39%	72
2025 Q4	$567K	Buy	4,020 +170	+4%	+$23.6K	0.33%	82
2025 Q3	$530K	Buy	3,850 +152	+4%	+$20.3K	0.32%	82
2025 Q2	$485K	Buy	3,698 +447	+14%	+$56.1K	0.25%	95
2025 Q1	$419K	Buy	3,251 +69	+2%	+$8.92K	0.24%	92
2024 Q4	$397K	Buy	3,182 +445	+16%	+$57.4K	0.21%	105
2024 Q3	$351K	Sell	2,737 -32	-1%	-$3.95K	0.18%	105
2024 Q2	$328K	Buy	+2,769	New	+$326K	0.18%	119

Other funds holding MGV

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

Optivise Advisory Services held its Vanguard Mega Cap Value ETF (MGV) position steady in Q2 2026 at 4,432 shares worth $724K. The position accounts for 0.37% of the portfolio, ranked #78.

Optivise Advisory Services first reported a position in MGV in Q2 2024 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Optivise Advisory Services held 4,432 shares of Vanguard Mega Cap Value ETF worth $724K as of Q2 2026.
Optivise Advisory Services left its Vanguard Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Mega Cap Value ETF made up 0.37% of Optivise Advisory Services's portfolio in Q2 2026, its #78 holding.
Optivise Advisory Services first reported a position in Vanguard Mega Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
132 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

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