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

Sequoia Financial 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	$86.9M	Sell	531,727 -15,016	-3%	-$2.33M	0.43%	49
2026 Q1	$79.3M	Sell	546,743 -19,047	-3%	-$2.82M	0.44%	48
2025 Q4	$79.9M	Sell	565,790 -19,831	-3%	-$2.76M	0.45%	48
2025 Q3	$80.7M	Sell	585,621 -29,589	-5%	-$3.96M	0.49%	44
2025 Q2	$80.7M	Sell	615,210 -816	-0.1%	-$102K	0.55%	41
2025 Q1	$79.4M	Sell	616,026 -4,897	-0.8%	-$633K	0.61%	35
2024 Q4	$77.6M	Sell	620,923 -25,235	-4%	-$3.26M	0.75%	26
2024 Q3	$82.9M	Buy	646,158 +10,362	+2%	+$1.28M	0.89%	22
2024 Q2	$75.3M	Buy	635,796 +39,828	+7%	+$4.68M	0.91%	22
2024 Q1	$71.2M	Buy	595,968 +52,053	+10%	+$5.9M	0.89%	23
2023 Q4	$59.5M	Buy	543,915 +79,958	+17%	+$8.26M	0.74%	28
2023 Q3	$47M	Buy	463,957 +4,528	+1%	+$475K	0.82%	27
2023 Q2	$47.7M	Buy	459,429 +7,813	+2%	+$795K	0.82%	27
2023 Q1	$45.6M	Buy	451,616 +8,993	+2%	+$919K	1.01%	20
2022 Q4	$45.5M	Buy	442,623 +3,644	+0.8%	+$366K	1.12%	20
2022 Q3	$39.5M	Buy	438,979 +21,161	+5%	+$2.08M	1.24%	20
2022 Q2	$40.2M	Buy	417,818 +11,517	+3%	+$1.18M	1.14%	18
2022 Q1	$43.6M	Buy	406,301 +32,107	+9%	+$3.41M	1.09%	21
2021 Q4	$40M	Buy	374,194 +254,941	+214%	+$26.4M	1.09%	19
2021 Q3	$11.7M	Sell	119,253 -209,222	-64%	-$21.1M	1.19%	20
2021 Q2	$32.7M	Buy	+328,475	New	+$32.6M	1.19%	16

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

Sequoia Financial Advisors's MGV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.7% in Q2 2026, selling an estimated $2.33M and leaving 531,727 shares worth $86.9M. The position accounts for 0.43% of the portfolio, ranked #49.

Sequoia Financial Advisors first reported a position in MGV in Q2 2021 and has held it in 21 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Sequoia Financial Advisors held 531,727 shares of Vanguard Morningstar Mega Cap Value ETF worth $86.9M as of Q2 2026.
Sequoia Financial Advisors sold 15,016 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $2.33M.
Vanguard Morningstar Mega Cap Value ETF made up 0.43% of Sequoia Financial Advisors's portfolio in Q2 2026, its #49 holding.
Sequoia Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.