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Raab & Moskowitz Asset Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Raab & Moskowitz Asset 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 		$846K Sell
5,174
-435
-8% -$67.5K 0.17% 104
2026
Q1 		$813K Sell
5,609
-58
-1% -$8.59K 0.18% 101
2025
Q4 		$800K Hold
5,667
– – 0.18% 103
2025
Q3 		$781K Buy
5,667
+70
+1% +$9.36K 0.17% 104
2025
Q2 		$734K Sell
5,597
-227
-4% -$28.5K 0.17% 103
2025
Q1 		$750K Buy
5,824
+101
+2% +$13.1K 0.19% 101
2024
Q4 		$715K Buy
5,723
+247
+5% +$31.9K 0.18% 100
2024
Q3 		$702K Buy
5,476
+375
+7% +$46.3K 0.18% 102
2024
Q2 		$604K Hold
5,101
– – 0.16% 109
2024
Q1 		$610K Hold
5,101
– – 0.17% 110
2023
Q4 		$558K Sell
5,101
-360
-7% -$37.2K 0.18% 107
2023
Q3 		$554K Buy
5,461
+348
+7% +$36.5K 0.2% 100
2023
Q2 		$531K Sell
5,113
-325
-6% -$33.1K 0.18% 103
2023
Q1 		$549K Sell
5,438
-250
-4% -$25.5K 0.2% 99
2022
Q4 		$585K Hold
5,688
– – 0.22% 97
2022
Q3 		$511K Buy
5,688
+1,433
+34% +$141K 0.21% 100
2022
Q2 		$409K Buy
4,255
+96
+2% +$9.83K 0.16% 122
2022
Q1 		$446K Sell
4,159
-259
-6% -$27.5K 0.15% 117
2021
Q4 		$472K Hold
4,418
– – 0.15% 110
2021
Q3 		$432K Hold
4,418
– – 0.16% 109
2021
Q2 		$440K Buy
4,418
+56
+1% +$5.56K 0.16% 105
2021
Q1 		$415K Buy
4,362
+967
+28% +$87.9K 0.16% 107
2020
Q4 		$294K Buy
+3,395
New +$278K 0.12% 121
2020
Q1 		– Sell
-1,143
Closed -$99K – 373
2019
Q4 		$99K Buy
+1,143
New +$95.8K 0.04% 200
2018
Q4 		– Sell
-1,042
Closed -$83K – 368
2018
Q3 		$83K Buy
+1,042
New +$82K 0.03% 220

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raab & Moskowitz Asset Management's MGV Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 7.8% in Q2 2026, selling an estimated $67.5K and leaving 5,174 shares worth $846K. The position accounts for 0.17% of the portfolio, ranked #104.

Raab & Moskowitz Asset Management first reported a position in MGV in Q3 2018 and has held it in 25 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Raab & Moskowitz Asset Management held 5,174 shares of Vanguard Morningstar Mega Cap Value ETF worth $846K as of Q2 2026.
  • Raab & Moskowitz Asset Management sold 435 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $67.5K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.17% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #104 holding.
  • Raab & Moskowitz Asset Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2018 and has held it in 25 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.