TritonPoint Wealth’s Vanguard 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 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 $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TritonPoint Wealth's MGV Position: Q1 2026 in Review

TritonPoint Wealth held its Vanguard Mega Cap Value ETF (MGV) position steady in Q1 2026 at 2,000 shares worth $290K. 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 10 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

TritonPoint Wealth held 2,000 shares of Vanguard Mega Cap Value ETF worth $290K as of Q1 2026.
TritonPoint Wealth left its Vanguard Mega Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mega Cap Value ETF made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #224 holding.
TritonPoint Wealth first reported a position in Vanguard Mega Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.