Sanctuary Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Sanctuary Advisors’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	$14.6M	Buy	89,104 +550	+0.6%	+$85.3K	0.07%	298
2026 Q1	$12.8M	Buy	88,554 +2,133	+2%	+$316K	0.07%	308
2025 Q4	$12.2M	Buy	86,421 +3,484	+4%	+$484K	0.07%	295
2025 Q3	$11.4M	Buy	82,937 +21,143	+34%	+$2.83M	0.07%	302
2025 Q2	$8.11M	Buy	61,794 +6,096	+11%	+$764K	0.05%	377
2025 Q1	$7.18M	Sell	55,698 -15,018	-21%	-$1.94M	0.05%	379
2024 Q4	$9.3M	Sell	70,716 -1,763	-2%	-$228K	0.06%	332
2024 Q3	$9.59M	Sell	72,479 -162	-0.2%	-$20K	0.06%	321
2024 Q2	$8.43M	Buy	+72,641	New	+$8.54M	0.06%	324

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

Sanctuary Advisors's MGV Position: Q2 2026 in Review

Sanctuary Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.62% in Q2 2026, buying an estimated $85.3K and bringing the position to 89,104 shares worth $14.6M. The position accounts for 0.07% of the portfolio, ranked #298.

Sanctuary Advisors first reported a position in MGV in Q2 2024 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Sanctuary Advisors held 89,104 shares of Vanguard Morningstar Mega Cap Value ETF worth $14.6M as of Q2 2026.
Sanctuary Advisors bought 550 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $85.3K.
Vanguard Morningstar Mega Cap Value ETF made up 0.07% of Sanctuary Advisors's portfolio in Q2 2026, its #298 holding.
Sanctuary Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.