Pachira Investments’s Vanguard Morningstar 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pachira Investments's MGV Position: Q2 2026 in Review

Pachira Investments increased its Vanguard Morningstar 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. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Pachira Investments held 132,385 shares of Vanguard Morningstar Mega Cap Value ETF worth $21.6M as of Q2 2026.
Pachira Investments bought 14,670 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $2.28M.
Vanguard Morningstar 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 Morningstar Mega Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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