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Strategic Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Strategic Wealth Advisors’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 		– Sell
-105
Closed -$15K – 265
2026
Q1 		$15K Buy
+105
New +$15.6K 0.01% 159

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

Strategic Wealth Advisors's MGV Position: Q2 2026 in Review

Strategic Wealth Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 105 shares — an estimated $15K sold.

Strategic Wealth Advisors first reported a position in MGV in Q1 2026 and held it in 1 quarter. The position peaked at $15K in Q1 2026. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Strategic Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Advisors sold 105 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $15K.
  • Strategic Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $15K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.