Silver Grove Financial Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Silver Grove Financial Group’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	$327	Sell	2 -73	-97%	-$11.3K	﹤0.01%	2176
2026 Q1	$10.9K	Buy	+75	New	+$11.1K	0.01%	309

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

Silver Grove Financial Group's MGV Position: Q2 2026 in Review

Silver Grove Financial Group reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 97% in Q2 2026, selling an estimated $11.3K and leaving 2 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Silver Grove Financial Group first reported a position in MGV in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.9K in Q1 2026. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Silver Grove Financial Group held 2 shares of Vanguard Morningstar Mega Cap Value ETF worth $327 as of Q2 2026.
Silver Grove Financial Group sold 73 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $11.3K.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #2176 holding.
Silver Grove Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
Silver Grove Financial Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $10.9K in Q1 2026.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.