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

Resolute 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 		$6.61M Buy
40,457
+151
+0.4% +$23.4K 1.58% 13
2026
Q1 		$5.84M Buy
40,306
+221
+0.6% +$32.7K 2.42% 10
2025
Q4 		$5.66M Buy
40,085
+431
+1% +$59.9K 1.85% 10
2025
Q3 		$5.49M Buy
39,654
+202
+0.5% +$27K 1.41% 10
2025
Q2 		$5.2M Hold
39,452
– – 1.29% 10
2025
Q1 		$5.08M Buy
39,452
+210
+0.5% +$27.2K 1.47% 10
2024
Q4 		$4.9M Buy
39,242
+223
+0.6% +$28.8K 0.99% 10
2024
Q3 		$5.01M Buy
39,019
+457
+1% +$56.4K 1.03% 10
2024
Q2 		$4.6M Hold
38,562
– – 1.18% 10
2024
Q1 		$4.61M Buy
38,562
+227
+0.6% +$25.7K 0.85% 10
2023
Q4 		$4.19M Buy
38,335
+267
+0.7% +$27.6K 0.55% 10
2023
Q3 		$3.86M Buy
38,068
+254
+0.7% +$26.6K 0.59% 10
2023
Q2 		$3.92M Buy
37,814
+243
+0.6% +$24.7K 0.41% 9
2023
Q1 		$3.8M Sell
37,571
-395
-1% -$40.4K 0.44% 8
2022
Q4 		$3.9M Buy
37,966
+526
+1% +$52.9K 0.51% 8
2022
Q3 		$3.39M Buy
37,440
+2,758
+8% +$271K 0.4% 8
2022
Q2 		$3.34M Buy
34,682
+124
+0.4% +$12.7K 0.35% 9
2022
Q1 		$3.71M Buy
34,558
+171
+0.5% +$18.1K 0.16% 10
2021
Q4 		$3.67M Buy
34,387
+421
+1% +$43.5K 0.11% 13
2021
Q3 		$3.35M Hold
33,966
– – 0.45% 13
2021
Q2 		$3.38M Buy
33,966
+185
+0.5% +$18.4K 0.52% 12
2021
Q1 		$3.2M Buy
33,781
+174
+0.5% +$15.8K 0.43% 13
2020
Q4 		$2.92M Buy
+33,607
New +$2.76M 1.63% 12

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

Resolute Advisors's MGV Position: Q2 2026 in Review

Resolute Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.37% in Q2 2026, buying an estimated $23.4K and bringing the position to 40,457 shares worth $6.61M. The position accounts for 1.58% of the portfolio, ranked #13.

Resolute Advisors first reported a position in MGV in Q4 2020 and has held it in 23 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Resolute Advisors held 40,457 shares of Vanguard Morningstar Mega Cap Value ETF worth $6.61M as of Q2 2026.
  • Resolute Advisors bought 151 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $23.4K.
  • Vanguard Morningstar Mega Cap Value ETF made up 1.58% of Resolute Advisors's portfolio in Q2 2026, its #13 holding.
  • Resolute Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Resolute Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.