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

RVW Wealth’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	$327K	Hold	2,000	–	–	0.02%	140
2026 Q1	$290K	Hold	2,000	–	–	0.02%	143
2025 Q4	$282K	Hold	2,000	–	–	0.02%	146
2025 Q3	$275K	Hold	2,000	–	–	0.02%	151
2025 Q2	$262K	Hold	2,000	–	–	0.02%	147
2025 Q1	$258K	Hold	2,000	–	–	0.02%	142
2024 Q4	$250K	Hold	2,000	–	–	0.02%	132
2024 Q3	$257K	Hold	2,000	–	–	0.02%	129
2024 Q2	$237K	Hold	2,000	–	–	0.02%	131
2024 Q1	$239K	Buy	+2,000	New	+$227K	0.02%	129

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

RVW Wealth's MGV Position: Q2 2026 in Review

RVW Wealth held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 2,000 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #140.

RVW Wealth first reported a position in MGV in Q1 2024 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

RVW Wealth held 2,000 shares of Vanguard Morningstar Mega Cap Value ETF worth $327K as of Q2 2026.
RVW Wealth left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #140 holding.
RVW Wealth first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.