Private Wealth Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Private Wealth Group’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	$1.2M	Hold	7,354	–	–	0.46%	30
2026 Q1	$1.07M	Hold	7,354	–	–	0.5%	30
2025 Q4	$1.04M	Hold	7,354	–	–	0.5%	31
2025 Q3	$1.01M	Hold	7,354	–	–	0.5%	30
2025 Q2	$965K	Hold	7,354	–	–	0.51%	28
2025 Q1	$947K	Hold	7,354	–	–	0.56%	27
2024 Q4	$919K	Hold	7,354	–	–	0.45%	34
2024 Q3	$943K	Hold	7,354	–	–	0.47%	32
2024 Q2	$871K	Hold	7,354	–	–	0.46%	32
2024 Q1	$879K	Hold	7,354	–	–	0.46%	34
2023 Q4	$804K	Hold	7,354	–	–	0.46%	32
2023 Q3	$746K	Hold	7,354	–	–	0.49%	31
2023 Q2	$763K	Hold	7,354	–	–	0.79%	31
2023 Q1	$743K	Hold	7,354	–	–	1.02%	31
2022 Q4	$756K	Buy	+7,354	New	+$740K	1.07%	29

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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

Private Wealth Group's MGV Position: Q2 2026 in Review

Private Wealth Group held its Vanguard Mega Cap Value ETF (MGV) position steady in Q2 2026 at 7,354 shares worth $1.2M. The position accounts for 0.46% of the portfolio, ranked #30.

Private Wealth Group first reported a position in MGV in Q4 2022 and has held it in 15 quarters since. 126 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Private Wealth Group held 7,354 shares of Vanguard Mega Cap Value ETF worth $1.2M as of Q2 2026.
Private Wealth Group left its Vanguard Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Mega Cap Value ETF made up 0.46% of Private Wealth Group's portfolio in Q2 2026, its #30 holding.
Private Wealth Group first reported a position in Vanguard Mega Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
126 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.