Optivise Advisory Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History
Bought
Maintained
Sold
Other funds holding MGV
MFG
Optivise Advisory Services's MGV Position: Q2 2026 in Review
Optivise Advisory Services held its Vanguard Morningstar 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. 602 funds tracked by Wall St. Rank hold MGV as of Q2 2026.
- Optivise Advisory Services held 4,432 shares of Vanguard Morningstar Mega Cap Value ETF worth $724K as of Q2 2026.
- Optivise Advisory Services left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
- Vanguard Morningstar 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 Morningstar Mega Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
- 602 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.
Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.