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Summit Financial’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Summit Financial’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
Q1 		$1.29M Sell
8,931
-583
-6% -$86.4K 0.02% 691
2025
Q4 		$1.34M Sell
9,514
-637
-6% -$88.6K 0.02% 581
2025
Q3 		$1.4M Buy
+10,151
New +$1.36M 0.02% 561

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial's MGV Position: Q1 2026 in Review

Summit Financial reduced its Vanguard Mega Cap Value ETF (MGV) stake by 6.1% in Q1 2026, selling an estimated $86.4K and leaving 8,931 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #691.

Summit Financial first reported a position in MGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q3 2025. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Summit Financial held 8,931 shares of Vanguard Mega Cap Value ETF worth $1.29M as of Q1 2026.
  • Summit Financial sold 583 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $86.4K.
  • Vanguard Mega Cap Value ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #691 holding.
  • Summit Financial first reported a position in Vanguard Mega Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Vanguard Mega Cap Value ETF position peaked at $1.4M in Q3 2025.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.