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

Spire 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 		$416K Sell
2,544
-34
-1% -$5.28K 0.01% 594
2026
Q1 		$374K Buy
2,578
+638
+33% +$94.5K 0.01% 612
2025
Q4 		$274K Buy
1,940
+60
+3% +$8.34K 0.01% 707
2025
Q3 		$259K Hold
1,880
– – 0.01% 715
2025
Q2 		$247K Hold
1,880
– – 0.01% 707
2025
Q1 		$242K Hold
1,880
– – 0.01% 775
2024
Q4 		$235K Hold
1,880
– – 0.01% 777
2024
Q3 		$241K Sell
1,880
-400
-18% -$49.4K 0.01% 687
2024
Q2 		$270K Hold
2,280
– – 0.01% 640
2024
Q1 		$272K Hold
2,280
– – ﹤0.01% 689
2023
Q4 		$250K Hold
2,280
– – 0.01% 698
2023
Q3 		$231K Hold
2,280
– – 0.01% 669
2023
Q2 		$237K Hold
2,280
– – 0.01% 677
2023
Q1 		$230K Buy
+2,280
New +$233K 0.01% 682
2022
Q3 		– Sell
-2,280
Closed -$219K – 2443
2022
Q2 		$219K Sell
2,280
-4
-0.2% -$410 0.01% 727
2022
Q1 		$245K Sell
2,284
-214
-9% -$22.7K 0.01% 805
2021
Q4 		$267K Buy
2,498
+218
+10% +$22.5K 0.01% 959
2021
Q3 		$223K Sell
2,280
-4
-0.2% -$404 0.01% 877
2021
Q2 		$228K Sell
2,284
-256
-10% -$25.4K 0.01% 887
2021
Q1 		$242K Buy
+2,540
New +$231K 0.01% 978

Other funds holding MGV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Spire Wealth Management reduced its Vanguard Mega Cap Value ETF (MGV) stake by 1.3% in Q2 2026, selling an estimated $5.28K and leaving 2,544 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #594.

Spire Wealth Management first reported a position in MGV in Q1 2021 and has held it in 20 quarters since. 110 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Spire Wealth Management held 2,544 shares of Vanguard Mega Cap Value ETF worth $416K as of Q2 2026.
  • Spire Wealth Management sold 34 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $5.28K.
  • Vanguard Mega Cap Value ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Spire Wealth Management first reported a position in Vanguard Mega Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • 110 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.