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Sollinda Capital Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Sollinda Capital 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 		$227K Hold
1,388
– – 0.05% 72
2026
Q1 		$201K Sell
1,388
-543
-28% -$80.5K 0.05% 72
2025
Q4 		$273K Buy
+1,931
New +$268K 0.07% 63

Other funds holding MGV

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sollinda Capital Management's MGV Position: Q2 2026 in Review

Sollinda Capital Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 1,388 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #72.

Sollinda Capital Management first reported a position in MGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $273K in Q4 2025. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Sollinda Capital Management held 1,388 shares of Vanguard Morningstar Mega Cap Value ETF worth $227K as of Q2 2026.
  • Sollinda Capital Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.05% of Sollinda Capital Management's portfolio in Q2 2026, its #72 holding.
  • Sollinda Capital Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Sollinda Capital Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $273K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Sollinda Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.