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

Pure 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	$46.7M	Sell	285,839 -5,065	-2%	-$786K	0.59%	30
2026 Q1	$42.2M	Sell	290,904 -6,036	-2%	-$894K	0.61%	30
2025 Q4	$41.9M	Buy	296,940 +3,779	+1%	+$525K	0.62%	29
2025 Q3	$40.4M	Buy	293,161 +9,391	+3%	+$1.26M	0.64%	29
2025 Q2	$37.2M	Buy	283,770 +1,332	+0.5%	+$167K	0.66%	29
2025 Q1	$36.4M	Buy	+282,438	New	+$36.5M	0.76%	26

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

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

Pure Financial Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 1.7% in Q2 2026, selling an estimated $786K and leaving 285,839 shares worth $46.7M. The position accounts for 0.59% of the portfolio, ranked #30.

Pure Financial Advisors first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Pure Financial Advisors held 285,839 shares of Vanguard Morningstar Mega Cap Value ETF worth $46.7M as of Q2 2026.
Pure Financial Advisors sold 5,065 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $786K.
Vanguard Morningstar Mega Cap Value ETF made up 0.59% of Pure Financial Advisors's portfolio in Q2 2026, its #30 holding.
Pure Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.