Redmont Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Redmont Wealth 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
2025 Q4	$41.9K	Hold	297	–	–	0.06%	101
2025 Q3	$40.9K	Hold	297	–	–	0.06%	108
2025 Q2	$39K	Hold	297	–	–	0.06%	111
2025 Q1	$38.3K	Buy	+297	New	+$38.4K	0.07%	82
2024 Q4	–	Sell	-297	Closed	-$38.1K	–	206
2024 Q3	$38.1K	Hold	297	–	–	0.06%	103
2024 Q2	$35.2K	Buy	+297	New	+$34.9K	0.06%	102

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Redmont Wealth Advisors's MGV Position: Q4 2025 in Review

Redmont Wealth Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q4 2025 at 297 shares worth $41.9K. The position accounts for 0.06% of the portfolio, ranked #101.

Redmont Wealth Advisors first reported a position in MGV in Q2 2024 and has held it in 6 quarters since. 543 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

Redmont Wealth Advisors held 297 shares of Vanguard Morningstar Mega Cap Value ETF worth $41.9K as of Q4 2025.
Redmont Wealth Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q4 2025.
Vanguard Morningstar Mega Cap Value ETF made up 0.06% of Redmont Wealth Advisors's portfolio in Q4 2025, its #101 holding.
Redmont Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2024 and has held it in 6 quarters since.
543 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.