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

Resurgent Financial 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	$260K	Buy	1,592 +200	+14%	+$31K	0.07%	251
2026 Q1	$202K	Buy	+1,392	New	+$206K	0.07%	243
2024 Q1	–	Sell	-566	Closed	-$61.9K	–	371
2023 Q4	$61.9K	Buy	566 +22	+4%	+$2.27K	0.04%	298
2023 Q3	$55.2K	Sell	544 -21	-4%	-$2.2K	0.04%	306
2023 Q2	$58.6K	Buy	+565	New	+$57.5K	0.04%	312

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

Resurgent Financial Advisors's MGV Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 14% in Q2 2026, buying an estimated $31K and bringing the position to 1,592 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #251.

Resurgent Financial Advisors first reported a position in MGV in Q2 2023 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Resurgent Financial Advisors held 1,592 shares of Vanguard Morningstar Mega Cap Value ETF worth $260K as of Q2 2026.
Resurgent Financial Advisors bought 200 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $31K.
Vanguard Morningstar Mega Cap Value ETF made up 0.07% of Resurgent Financial Advisors's portfolio in Q2 2026, its #251 holding.
Resurgent Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2023 and has held it in 5 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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