Snowden Capital Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Snowden Capital 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	$2.47M	Sell	15,127 -60	-0.4%	-$9.31K	0.06%	319
2026 Q1	$2.2M	Buy	15,187 +641	+4%	+$95K	0.06%	317
2025 Q4	$2.05M	Buy	14,546 +1,206	+9%	+$168K	0.05%	324
2025 Q3	$1.85M	Buy	13,340 +4,304	+48%	+$576K	0.05%	341
2025 Q2	$1.19M	Hold	9,036	–	–	0.04%	460
2025 Q1	$1.16M	Hold	9,036	–	–	0.04%	456
2024 Q4	$1.13M	Hold	9,036	–	–	0.04%	472
2024 Q3	$1.16M	Hold	9,036	–	–	0.03%	477
2024 Q2	$1.08M	Hold	9,036	–	–	0.03%	477
2024 Q1	$1.08M	Hold	9,036	–	–	0.03%	483
2023 Q4	$988K	Sell	9,036 -945	-9%	-$97.7K	0.04%	448
2023 Q3	$1.01M	Hold	9,981	–	–	0.04%	415
2023 Q2	$1.04M	Buy	+9,981	New	+$1.02M	0.04%	448

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

Snowden Capital Advisors's MGV Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.4% in Q2 2026, selling an estimated $9.31K and leaving 15,127 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #319.

Snowden Capital Advisors first reported a position in MGV in Q2 2023 and has held it in 13 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Snowden Capital Advisors held 15,127 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.47M as of Q2 2026.
Snowden Capital Advisors sold 60 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $9.31K.
Vanguard Morningstar Mega Cap Value ETF made up 0.06% of Snowden Capital Advisors's portfolio in Q2 2026, its #319 holding.
Snowden Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.