Signature Estate & Investment Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Signature Estate & Investment 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	$1.8M	Buy	11,013 +49	+0.4%	+$7.6K	0.03%	187
2026 Q1	$1.59M	Buy	10,964 +60	+0.6%	+$8.89K	0.03%	198
2025 Q4	$1.54M	Buy	10,904 +118	+1%	+$16.4K	0.03%	195
2025 Q3	$1.49M	Buy	10,786 +1,390	+15%	+$186K	0.03%	197
2025 Q2	$1.23M	Buy	9,396 +474	+5%	+$59.4K	0.03%	204
2025 Q1	$1.15M	Buy	8,922 +6,997	+363%	+$905K	0.03%	192
2024 Q4	$240K	Buy	+1,925	New	+$248K	0.01%	466

Other funds holding MGV

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 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Signature Estate & Investment Advisors's MGV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.45% in Q2 2026, buying an estimated $7.6K and bringing the position to 11,013 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #187.

Signature Estate & Investment Advisors first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 384 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Signature Estate & Investment Advisors held 11,013 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.8M as of Q2 2026.
Signature Estate & Investment Advisors bought 49 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $7.6K.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #187 holding.
Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
384 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.