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Raleigh Capital Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Raleigh Capital 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
2025
Q2 		– Sell
-141
Closed -$18.2K – 676
2025
Q1 		$18.2K Buy
+141
New +$18.2K 0.01% 326

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Ameriprise
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raleigh Capital Management's MGV Position: Q2 2025 in Review

Raleigh Capital Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2025, closing a stake of 141 shares — an estimated $18.2K sold.

Raleigh Capital Management first reported a position in MGV in Q1 2025 and held it in 1 quarter. The position peaked at $18.2K in Q1 2025. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

  • Raleigh Capital Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 141 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2025, an estimated $18.2K.
  • Raleigh Capital Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Raleigh Capital Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $18.2K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.