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

Simplicity Wealth’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	$993K	Sell	6,075 -350	-5%	-$54.3K	0.03%	418
2026 Q1	$931K	Buy	6,425 +2,981	+87%	+$442K	0.05%	307
2025 Q4	$486K	Sell	3,444 -2,640	-43%	-$367K	0.03%	439
2025 Q3	$838K	Sell	6,084 -11,160	-65%	-$1.49M	0.05%	334
2025 Q2	$2.26M	Buy	+17,244	New	+$2.16M	0.09%	199

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

Simplicity Wealth's MGV Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 5.4% in Q2 2026, selling an estimated $54.3K and leaving 6,075 shares worth $993K. The position accounts for 0.03% of the portfolio, ranked #418.

Simplicity Wealth first reported a position in MGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.26M in Q2 2025. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Simplicity Wealth held 6,075 shares of Vanguard Morningstar Mega Cap Value ETF worth $993K as of Q2 2026.
Simplicity Wealth sold 350 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $54.3K.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #418 holding.
Simplicity Wealth first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Simplicity Wealth's Vanguard Morningstar Mega Cap Value ETF position peaked at $2.26M in Q2 2025.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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