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

Robinswood Financial’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	$41.4K	Hold	253	–	–	0.01%	165
2026 Q1	$36.7K	Hold	253	–	–	0.01%	167
2025 Q4	$35.8K	Hold	253	–	–	0.01%	170
2025 Q3	$34.8K	Hold	253	–	–	0.01%	164
2025 Q2	$33.2K	Hold	253	–	–	0.01%	169
2025 Q1	$32.6K	Buy	253 +24	+10%	+$3.1K	0.01%	160
2024 Q4	$28.6K	Sell	229 -45	-16%	-$5.81K	0.01%	151
2024 Q3	$35.1K	Hold	274	–	–	0.01%	146
2024 Q2	$32.5K	Hold	274	–	–	0.01%	147
2024 Q1	$32.6K	Hold	274	–	–	0.01%	115
2023 Q4	$30K	Hold	274	–	–	0.01%	109
2023 Q3	$27.8K	Buy	274 +213	+349%	+$22.3K	0.01%	106
2023 Q2	$6.33K	Buy	+61	New	+$6.21K	﹤0.01%	151

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 22.9% 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

Robinswood Financial's MGV Position: Q2 2026 in Review

Robinswood Financial held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 253 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #165.

Robinswood Financial first reported a position in MGV in Q2 2023 and has held it in 13 quarters since. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Robinswood Financial held 253 shares of Vanguard Morningstar Mega Cap Value ETF worth $41.4K as of Q2 2026.
Robinswood Financial left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #165 holding.
Robinswood Financial first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.