Pacific Capital Wealth Advisors’s Vanguard 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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Pacific Capital Wealth Advisors held its Vanguard 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. 110 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Pacific Capital Wealth Advisors held 2,099 shares of Vanguard Mega Cap Value ETF worth $343K as of Q2 2026.
Pacific Capital Wealth Advisors left its Vanguard Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard 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 Mega Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
110 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

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