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Triumph Capital Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Triumph Capital Management’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 		$134K Sell
822
-9
-1% -$1.4K 0.02% 430
2026
Q1 		$120K Buy
831
+20
+2% +$2.96K 0.02% 422
2025
Q4 		$114K Buy
+811
New +$113K 0.02% 408

Other funds holding MGV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Triumph Capital Management's MGV Position: Q2 2026 in Review

Triumph Capital Management reduced its Vanguard Mega Cap Value ETF (MGV) stake by 1.1% in Q2 2026, selling an estimated $1.4K and leaving 822 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #430.

Triumph Capital Management first reported a position in MGV in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Triumph Capital Management held 822 shares of Vanguard Mega Cap Value ETF worth $134K as of Q2 2026.
  • Triumph Capital Management sold 9 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $1.4K.
  • Vanguard Mega Cap Value ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #430 holding.
  • Triumph Capital Management first reported a position in Vanguard Mega Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.