Silverlake Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Silverlake Wealth Management’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	$4.17M	Buy	25,507 +1,068	+4%	+$166K	0.79%	21
2026 Q1	$3.54M	Buy	24,439 +718	+3%	+$106K	0.74%	24
2025 Q4	$3.35M	Buy	23,721 +183	+0.8%	+$25.4K	0.75%	21
2025 Q3	$3.24M	Buy	23,538 +971	+4%	+$130K	0.79%	20
2025 Q2	$2.96M	Buy	22,567 +4,399	+24%	+$552K	0.86%	16
2025 Q1	$2.34M	Buy	18,168 +2,189	+14%	+$283K	0.88%	25
2024 Q4	$2M	Buy	15,979 +5,330	+50%	+$688K	0.76%	34
2024 Q3	$1.37M	Buy	10,649 +3,323	+45%	+$410K	0.52%	57
2024 Q2	$868K	Buy	7,326 +2,560	+54%	+$301K	0.36%	74
2024 Q1	$570K	Buy	4,766 +260	+6%	+$29.5K	0.29%	86
2023 Q4	$493K	Buy	4,506 +1,434	+47%	+$148K	0.27%	97
2023 Q3	$311K	Buy	3,072 +528	+21%	+$55.4K	0.17%	155
2023 Q2	$264K	Buy	2,544 +100	+4%	+$10.2K	0.15%	168
2023 Q1	$247K	Buy	+2,444	New	+$250K	0.15%	167

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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Silverlake Wealth Management's MGV Position: Q2 2026 in Review

Silverlake Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 4.4% in Q2 2026, buying an estimated $166K and bringing the position to 25,507 shares worth $4.17M. The position accounts for 0.79% of the portfolio, ranked #21.

Silverlake Wealth Management first reported a position in MGV in Q1 2023 and has held it in 14 quarters since. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Silverlake Wealth Management held 25,507 shares of Vanguard Morningstar Mega Cap Value ETF worth $4.17M as of Q2 2026.
Silverlake Wealth Management bought 1,068 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $166K.
Vanguard Morningstar Mega Cap Value ETF made up 0.79% of Silverlake Wealth Management's portfolio in Q2 2026, its #21 holding.
Silverlake Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.