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Pachira Investments’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Pachira Investments’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 		$21.6M Buy
132,385
+14,670
+12% +$2.28M 8.16% 1
2026
Q1 		$17.1M Buy
117,715
+17,640
+18% +$2.61M 7.97% 1
2025
Q4 		$14.1M Buy
100,075
+26,011
+35% +$3.62M 6.88% 2
2025
Q3 		$10.2M Buy
74,064
+10,311
+16% +$1.38M 5.73% 5
2025
Q2 		$8.36M Buy
63,753
+3,799
+6% +$476K 6.32% 6
2025
Q1 		$7.63M Buy
59,954
+2,330
+4% +$301K 5.36% 8
2024
Q4 		$7.18M Buy
57,624
+6,506
+13% +$840K 4.39% 10
2024
Q3 		$6.56M Sell
51,118
-4,079
-7% -$504K 5.05% 9
2024
Q2 		$6.54M Buy
55,197
+2,368
+4% +$278K 5.8% 7
2024
Q1 		$6.31M Buy
52,829
+7,672
+17% +$869K 5.16% 8
2023
Q4 		$4.94M Buy
45,157
+4,767
+12% +$493K 4.36% 9
2023
Q3 		$4.1M Buy
40,390
+5,260
+15% +$552K 4.6% 8
2023
Q2 		$3.65M Buy
35,130
+20,746
+144% +$2.11M 3.92% 8
2023
Q1 		$1.45M Buy
14,384
+8,166
+131% +$835K 6.27% 7
2022
Q4 		$640K Buy
6,218
+3,658
+143% +$368K 3.23% 11
2022
Q3 		$230K Buy
+2,560
New +$251K 1.02% 19

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
BWM
Braeburn Wealth Management Muskegon, Michigan $233M AUM
CA
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

Pachira Investments's MGV Position: Q2 2026 in Review

Pachira Investments increased its Vanguard Mega Cap Value ETF (MGV) stake by 12% in Q2 2026, buying an estimated $2.28M and bringing the position to 132,385 shares worth $21.6M. The position accounts for 8.16% of the portfolio, ranked #1.

Pachira Investments first reported a position in MGV in Q3 2022 and has held it in 16 quarters since. 182 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Pachira Investments held 132,385 shares of Vanguard Mega Cap Value ETF worth $21.6M as of Q2 2026.
  • Pachira Investments bought 14,670 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $2.28M.
  • Vanguard Mega Cap Value ETF made up 8.16% of Pachira Investments's portfolio in Q2 2026, its #1 holding.
  • Pachira Investments first reported a position in Vanguard Mega Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 182 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.