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Retireful LLC’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Retireful LLC’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
Q1 		– Sell
-2,505
Closed -$356K – 109
2025
Q4 		$356K Buy
+2,505
New +$348K 0.45% 69

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Ameriprise
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UBS Group
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MFG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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Retireful LLC's MGV Position: Q1 2026 in Review

Retireful LLC sold out of Vanguard Mega Cap Value ETF (MGV) in Q1 2026, closing a stake of 2,505 shares — an estimated $356K sold.

Retireful LLC first reported a position in MGV in Q4 2025 and held it in 1 quarter. The position peaked at $356K in Q4 2025. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Retireful LLC reported no remaining Vanguard Mega Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Retireful LLC sold 2,505 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $356K.
  • Retireful LLC first reported a position in Vanguard Mega Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Retireful LLC's Vanguard Mega Cap Value ETF position peaked at $356K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.