Thurston Springer Miller Herd & Titak’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Thurston Springer Miller Herd & Titak’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	$6.54K	Hold	40	–	–	﹤0.01%	932
2026 Q1	$5.8K	Sell	40 -125	-76%	-$18.5K	﹤0.01%	1023
2025 Q4	$23.3K	Buy	+165	New	+$22.9K	0.01%	704
2025 Q3	–	Sell	-165	Closed	-$21.6K	–	1047
2025 Q2	$21.6K	Hold	165	–	–	﹤0.01%	906
2025 Q1	$21.3K	Hold	165	–	–	﹤0.01%	861
2024 Q4	$20.6K	Hold	165	–	–	﹤0.01%	719
2024 Q3	$21.2K	Sell	165 -125	-43%	-$15.4K	0.01%	806
2024 Q2	$34.4K	Buy	+290	New	+$34.1K	0.01%	659

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

Thurston Springer Miller Herd & Titak's MGV Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 40 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Thurston Springer Miller Herd & Titak first reported a position in MGV in Q2 2024 and has held it in 8 quarters since. The position peaked at $34.4K in Q2 2024. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Thurston Springer Miller Herd & Titak held 40 shares of Vanguard Morningstar Mega Cap Value ETF worth $6.54K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #932 holding.
Thurston Springer Miller Herd & Titak first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's Vanguard Morningstar Mega Cap Value ETF position peaked at $34.4K in Q2 2024.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.