Pillar Financial Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Pillar Financial 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	$574K	Hold	3,510	–	–	0.3%	27
2026 Q1	$509K	Hold	3,510	–	–	0.3%	28
2025 Q4	$495K	Hold	3,510	–	–	0.3%	31
2025 Q3	$483K	Sell	3,510 -120	-3%	-$16.1K	0.3%	31
2025 Q2	$476K	Hold	3,630	–	–	0.33%	30
2025 Q1	$468K	Hold	3,630	–	–	0.35%	29
2024 Q4	$453K	Buy	+3,630	New	+$469K	0.35%	30

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

Pillar Financial Advisors's MGV Position: Q2 2026 in Review

Pillar Financial Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 3,510 shares worth $574K. The position accounts for 0.3% of the portfolio, ranked #27.

Pillar Financial Advisors first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Pillar Financial Advisors held 3,510 shares of Vanguard Morningstar Mega Cap Value ETF worth $574K as of Q2 2026.
Pillar Financial Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.3% of Pillar Financial Advisors's portfolio in Q2 2026, its #27 holding.
Pillar Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Pillar Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.