S4W
MGV icon

Solutions 4 Wealth’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Solutions 4 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 		$467K Sell
2,859
-131
-4% -$20.3K 0.6% 35
2026
Q1 		$433K Buy
+2,990
New +$443K 0.65% 37

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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

Solutions 4 Wealth's MGV Position: Q2 2026 in Review

Solutions 4 Wealth reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 4.4% in Q2 2026, selling an estimated $20.3K and leaving 2,859 shares worth $467K. The position accounts for 0.6% of the portfolio, ranked #35.

Solutions 4 Wealth first reported a position in MGV in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Solutions 4 Wealth held 2,859 shares of Vanguard Morningstar Mega Cap Value ETF worth $467K as of Q2 2026.
  • Solutions 4 Wealth sold 131 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $20.3K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.6% of Solutions 4 Wealth's portfolio in Q2 2026, its #35 holding.
  • Solutions 4 Wealth first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.