TA
MGV icon

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

Tactive 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
2025
Q3 		– Sell
-4,645
Closed -$609K – 262
2025
Q2 		$609K Buy
+4,645
New +$582K 0.2% 115
2024
Q1 		$281K Buy
+2,350
New +$266K 0.15% 102

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tactive Advisors's MGV Position: Q3 2025 in Review

Tactive Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2025, closing a stake of 4,645 shares — an estimated $609K sold.

Tactive Advisors first reported a position in MGV in Q1 2024 and held it in 2 quarters. The position peaked at $609K in Q2 2025. 507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

  • Tactive Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Tactive Advisors sold 4,645 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2025, an estimated $609K.
  • Tactive Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Tactive Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $609K in Q2 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on Tactive Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.