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

Sentinel Pension 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	$936K	Buy	5,783 +1,523	+36%	+$236K	0.12%	64
2026 Q1	$617K	Buy	4,260 +108	+3%	+$16K	0.09%	76
2025 Q4	$586K	Buy	4,152 +520	+14%	+$72.3K	0.09%	76
2025 Q3	$500K	Buy	3,632 +40	+1%	+$5.35K	0.08%	82
2025 Q2	$471K	Buy	3,592 +367	+11%	+$46K	0.08%	84
2025 Q1	$416K	Buy	+3,225	New	+$417K	0.08%	82

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

Sentinel Pension Advisors's MGV Position: Q2 2026 in Review

Sentinel Pension Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 36% in Q2 2026, buying an estimated $236K and bringing the position to 5,783 shares worth $936K. The position accounts for 0.12% of the portfolio, ranked #64.

Sentinel Pension Advisors first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Sentinel Pension Advisors held 5,783 shares of Vanguard Morningstar Mega Cap Value ETF worth $936K as of Q2 2026.
Sentinel Pension Advisors bought 1,523 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $236K.
Vanguard Morningstar Mega Cap Value ETF made up 0.12% of Sentinel Pension Advisors's portfolio in Q2 2026, its #64 holding.
Sentinel Pension Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.