Spire Wealth Management’s Vanguard Morningstar 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

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

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

Spire Wealth Management reduced its Vanguard Morningstar 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. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Spire Wealth Management held 2,544 shares of Vanguard Morningstar Mega Cap Value ETF worth $416K as of Q2 2026.
Spire Wealth Management sold 34 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $5.28K.
Vanguard Morningstar 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 Morningstar Mega Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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