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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.78K Hold
17
﹤0.01% 1362
2026
Q1
$2.46K Buy
+17
New +$2.52K ﹤0.01% 1259

Other funds holding MGV

Physician Wealth Advisors's MGV Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 17 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Physician Wealth Advisors first reported a position in MGV in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Physician Wealth Advisors held 17 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.78K as of Q2 2026.
  • Physician Wealth Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1362 holding.
  • Physician Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.