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Salem Investment Counselors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Salem Investment Counselors’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 		$1.4M Buy
8,592
+213
+3% +$33K 0.03% 200
2026
Q1 		$1.21M Buy
8,379
+3,033
+57% +$449K 0.04% 200
2025
Q4 		$755K Buy
+5,346
New +$743K 0.02% 243

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Salem Investment Counselors's MGV Position: Q2 2026 in Review

Salem Investment Counselors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.5% in Q2 2026, buying an estimated $33K and bringing the position to 8,592 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #200.

Salem Investment Counselors first reported a position in MGV in Q4 2025 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Salem Investment Counselors held 8,592 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.4M as of Q2 2026.
  • Salem Investment Counselors bought 213 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $33K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Salem Investment Counselors's portfolio in Q2 2026, its #200 holding.
  • Salem Investment Counselors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.