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

Towerpoint Wealth’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 Q3	$5.35M	Buy	+33,208	New	+$5.49M	1.88%	13

Other funds holding MGV

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BWM

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Towerpoint Wealth's MGV Position: Q3 2026 in Review

Towerpoint Wealth opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2026: 33,208 shares worth $5.35M. The stake represents 1.88% of the portfolio and ranks #13 among its holdings.

103 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Towerpoint Wealth held 33,208 shares of Vanguard Morningstar Mega Cap Value ETF worth $5.35M as of Q3 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Towerpoint Wealth position in Q3 2026.
Vanguard Morningstar Mega Cap Value ETF made up 1.88% of Towerpoint Wealth's portfolio in Q3 2026, its #13 holding.
103 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.