Strategic Investment Solutions’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Strategic Investment Solutions’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	$695K	Sell	4,255 -466	-10%	-$72.3K	0.16%	85
2026 Q1	$684K	Buy	4,721 +27	+0.6%	+$4K	0.17%	82
2025 Q4	$663K	Sell	4,694 -49	-1%	-$6.81K	0.16%	80
2025 Q3	$653K	Buy	4,743 +23	+0.5%	+$3.08K	0.17%	82
2025 Q2	$619K	Buy	4,720 +4,505	+2,095%	+$565K	0.19%	77
2025 Q1	$27.7K	Buy	+215	New	+$27.8K	0.01%	256

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

BWM

Braeburn Wealth Management Muskegon, Michigan $233M AUM

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Strategic Investment Solutions's MGV Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Mega Cap Value ETF (MGV) stake by 9.9% in Q2 2026, selling an estimated $72.3K and leaving 4,255 shares worth $695K. The position accounts for 0.16% of the portfolio, ranked #85.

Strategic Investment Solutions first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Strategic Investment Solutions held 4,255 shares of Vanguard Mega Cap Value ETF worth $695K as of Q2 2026.
Strategic Investment Solutions sold 466 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $72.3K.
Vanguard Mega Cap Value ETF made up 0.16% of Strategic Investment Solutions's portfolio in Q2 2026, its #85 holding.
Strategic Investment Solutions first reported a position in Vanguard Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
166 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.