U.S. Capital Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

U.S. Capital Wealth Advisors’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	$1.02M	Buy	7,032 +30	+0.4%	+$4.45K	0.03%	511
2025 Q4	$988K	Buy	7,002 +432	+7%	+$60.1K	0.03%	492
2025 Q3	$905K	Buy	6,570 +257	+4%	+$34.4K	0.02%	492
2025 Q2	$828K	Sell	6,313 -16	-0.3%	-$2.01K	0.02%	470
2025 Q1	$815K	Sell	6,329 -73	-1%	-$9.44K	0.03%	470
2024 Q4	$800K	Buy	6,402 +21	+0.3%	+$2.71K	0.02%	461
2024 Q3	$819K	Buy	6,381 +465	+8%	+$57.4K	0.03%	380
2024 Q2	$701K	Buy	5,916 +402	+7%	+$47.3K	0.03%	395
2024 Q1	$659K	Buy	5,514 +16	+0.3%	+$1.81K	0.03%	412
2023 Q4	$601K	Buy	5,498 +1	+0%	+$103	0.02%	416
2023 Q3	$557K	Buy	5,497 +1,808	+49%	+$190K	0.03%	411
2023 Q2	$383K	Buy	3,689 +26	+0.7%	+$2.65K	0.02%	489
2023 Q1	$370K	Buy	3,663 +1,516	+71%	+$155K	0.02%	494
2022 Q4	$221K	Buy	+2,147	New	+$216K	0.01%	586

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

U.S. Capital Wealth Advisors's MGV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Mega Cap Value ETF (MGV) stake by 0.43% in Q1 2026, buying an estimated $4.45K and bringing the position to 7,032 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #511.

U.S. Capital Wealth Advisors first reported a position in MGV in Q4 2022 and has held it in 14 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

U.S. Capital Wealth Advisors held 7,032 shares of Vanguard Mega Cap Value ETF worth $1.02M as of Q1 2026.
U.S. Capital Wealth Advisors bought 30 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $4.45K.
Vanguard Mega Cap Value ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #511 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Mega Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.