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

TritonPoint 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	$322K	Hold	2,000	–	–	0.03%	225
2026 Q2	$327K	Hold	2,000	–	–	0.03%	224
2026 Q1	$290K	Hold	2,000	–	–	0.03%	224
2025 Q4	$282K	Hold	2,000	–	–	0.03%	223
2025 Q3	$277K	Hold	2,000	–	–	0.02%	299
2025 Q2	$264K	Hold	2,000	–	–	0.02%	296
2025 Q1	$258K	Hold	2,000	–	–	0.02%	304
2024 Q4	$250K	Hold	2,000	–	–	0.02%	294
2024 Q3	$256K	Hold	2,000	–	–	0.02%	294
2024 Q2	$238K	Sell	2,000 -35	-2%	-$4.12K	0.02%	288
2024 Q1	$223K	Hold	2,035	–	–	0.02%	299
2023 Q4	$223K	Buy	+2,035	New	+$210K	0.02%	316

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TritonPoint Wealth's MGV Position: Q3 2026 in Review

TritonPoint Wealth held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q3 2026 at 2,000 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #225.

TritonPoint Wealth first reported a position in MGV in Q4 2023 and has held it in 12 quarters since. The position peaked at $327K in Q2 2026. 412 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

TritonPoint Wealth held 2,000 shares of Vanguard Morningstar Mega Cap Value ETF worth $322K as of Q3 2026.
TritonPoint Wealth left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of TritonPoint Wealth's portfolio in Q3 2026, its #225 holding.
TritonPoint Wealth first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's Vanguard Morningstar Mega Cap Value ETF position peaked at $327K in Q2 2026.
412 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.