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 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 $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

TritonPoint Wealth's MGV Position: Q2 2026 in Review

TritonPoint Wealth held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 2,000 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #224.

TritonPoint Wealth first reported a position in MGV in Q4 2023 and has held it in 11 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

TritonPoint Wealth held 2,000 shares of Vanguard Morningstar Mega Cap Value ETF worth $327K as of Q2 2026.
TritonPoint Wealth left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #224 holding.
TritonPoint Wealth first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.