Revisor Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Revisor Wealth 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
2026 Q2	$2.3M	Sell	14,097 -16	-0.1%	-$2.48K	0.55%	38
2026 Q1	$2.05M	Buy	14,113 +899	+7%	+$133K	0.57%	38
2025 Q4	$1.94M	Buy	13,214 +134	+1%	+$18.6K	0.52%	42
2025 Q3	$1.8M	Sell	13,080 -369	-3%	-$49.4K	0.62%	30
2025 Q2	$1.79M	Sell	13,449 -1,303	-9%	-$163K	0.64%	28
2025 Q1	$1.9M	Buy	14,752 +4,052	+38%	+$524K	0.85%	23
2024 Q4	$1.38M	Buy	10,700 +3,292	+44%	+$425K	1.27%	17
2024 Q3	$950K	Sell	7,408 -490	-6%	-$60.5K	0.59%	34
2024 Q2	$936K	Sell	7,898 -7,514	-49%	-$883K	0.65%	29
2024 Q1	$1.76M	Buy	15,412 +11,240	+269%	+$1.27M	0.8%	24
2023 Q4	$456K	Sell	4,172 -4,840	-54%	-$500K	0.53%	40
2023 Q3	$914K	Buy	9,012 +3,072	+52%	+$322K	0.78%	27
2023 Q2	$616K	Sell	5,940 -704	-11%	-$71.6K	0.55%	43
2023 Q1	$671K	Buy	+6,644	New	+$679K	0.61%	38

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

Revisor Wealth Management's MGV Position: Q2 2026 in Review

Revisor Wealth Management reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.11% in Q2 2026, selling an estimated $2.48K and leaving 14,097 shares worth $2.3M. The position accounts for 0.55% of the portfolio, ranked #38.

Revisor Wealth Management first reported a position in MGV in Q1 2023 and has held it in 14 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Revisor Wealth Management held 14,097 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.3M as of Q2 2026.
Revisor Wealth Management sold 16 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $2.48K.
Vanguard Morningstar Mega Cap Value ETF made up 0.55% of Revisor Wealth Management's portfolio in Q2 2026, its #38 holding.
Revisor Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.