Pacific Center for Financial Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Pacific Center for Financial Services’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 Q1	–	Sell	-12	Closed	-$1.65K	–	523
2025 Q4	$1.65K	Hold	12	–	–	﹤0.01%	421
2025 Q3	$1.65K	Hold	12	–	–	﹤0.01%	421
2025 Q2	$1.57K	Hold	12	–	–	﹤0.01%	408
2025 Q1	$1.55K	Hold	12	–	–	﹤0.01%	414
2024 Q4	$1.5K	Buy	+12	New	+$1.55K	﹤0.01%	420

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 22.9% 1-Year Est. Return

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

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

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

Pacific Center for Financial Services's MGV Position: Q1 2026 in Review

Pacific Center for Financial Services sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2026, closing a stake of 12 shares — an estimated $1.65K sold.

Pacific Center for Financial Services first reported a position in MGV in Q4 2024 and held it in 5 quarters. The position peaked at $1.65K in Q4 2025. 574 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Pacific Center for Financial Services reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Pacific Center for Financial Services sold 12 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2026, an estimated $1.65K.
Pacific Center for Financial Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and held it in 5 quarters.
Pacific Center for Financial Services's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.65K in Q4 2025.
574 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.