Quest 10 Wealth Builders’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Quest 10 Wealth Builders’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	$11K	Sell	67 -8	-11%	-$1.24K	0.01%	435
2026 Q1	$10.9K	Hold	75	–	–	0.01%	437
2025 Q4	$10.6K	Sell	75 -2	-3%	-$278	0.01%	405
2025 Q3	$10.6K	Hold	77	–	–	0.01%	369
2025 Q2	$10.1K	Hold	77	–	–	0.01%	399
2025 Q1	$9.92K	Hold	77	–	–	0.01%	366
2024 Q4	$9.62K	Buy	+77	New	+$9.94K	0.01%	400

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

Quest 10 Wealth Builders's MGV Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 11% in Q2 2026, selling an estimated $1.24K and leaving 67 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #435.

Quest 10 Wealth Builders first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Quest 10 Wealth Builders held 67 shares of Vanguard Morningstar Mega Cap Value ETF worth $11K as of Q2 2026.
Quest 10 Wealth Builders sold 8 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $1.24K.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #435 holding.
Quest 10 Wealth Builders first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.