Proathlete Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Proathlete Wealth Management’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	$1.83K	Hold	11	–	–	﹤0.01%	226
2026 Q1	$1.62K	Hold	11	–	–	﹤0.01%	231
2025 Q4	$1.57K	Hold	11	–	–	﹤0.01%	249
2025 Q3	$1.51K	Sell	11 -179	-94%	-$23.9K	﹤0.01%	187
2025 Q2	$24.9K	Buy	+190	New	+$23.8K	0.01%	143

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

Proathlete Wealth Management's MGV Position: Q2 2026 in Review

Proathlete Wealth Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 11 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Proathlete Wealth Management first reported a position in MGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.9K in Q2 2025. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Proathlete Wealth Management held 11 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.83K as of Q2 2026.
Proathlete Wealth Management 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 Proathlete Wealth Management's portfolio in Q2 2026, its #226 holding.
Proathlete Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Proathlete Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $24.9K in Q2 2025.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.