Pacific Capital Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Pacific Capital Wealth Advisors’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	$343K	Hold	2,099	–	–	0.05%	71
2026 Q1	$304K	Hold	2,099	–	–	0.05%	71
2025 Q4	$296K	Hold	2,099	–	–	0.05%	67
2025 Q3	$289K	Hold	2,099	–	–	0.05%	64
2025 Q2	$278K	Hold	2,099	–	–	0.05%	70
2025 Q1	$270K	Hold	2,099	–	–	0.05%	71
2024 Q4	$262K	Hold	2,099	–	–	0.04%	71
2024 Q3	$269K	Hold	2,099	–	–	0.05%	66
2024 Q2	$249K	Buy	+2,099	New	+$247K	0.05%	61

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

Pacific Capital Wealth Advisors's MGV Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 2,099 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #71.

Pacific Capital Wealth Advisors first reported a position in MGV in Q2 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Pacific Capital Wealth Advisors held 2,099 shares of Vanguard Morningstar Mega Cap Value ETF worth $343K as of Q2 2026.
Pacific Capital Wealth Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.05% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Pacific Capital Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.