UAG
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United Advisor Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History

United Advisor Group’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 		– Sell
-1,494
Closed -$211K – 520
2025
Q4 		$211K Sell
1,494
-223
-13% -$31K 0.03% 460
2025
Q3 		$237K Buy
1,717
+121
+8% +$16.2K 0.03% 417
2025
Q2 		$209K Sell
1,596
-2,064
-56% -$259K 0.04% 371
2025
Q1 		$472K Buy
+3,660
New +$473K 0.1% 193
2024
Q4 		– Sell
-11,961
Closed -$1.53M – 389
2024
Q3 		$1.53M Buy
+11,961
New +$1.48M 0.35% 72
2024
Q2 		– Sell
-7,295
Closed -$872K – 273
2024
Q1 		$872K Buy
+7,295
New +$826K 0.33% 82

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Advisor Group's MGV Position: Q1 2026 in Review

United Advisor Group sold out of Vanguard Mega Cap Value ETF (MGV) in Q1 2026, closing a stake of 1,494 shares — an estimated $211K sold.

United Advisor Group first reported a position in MGV in Q1 2024 and held it in 6 quarters. The position peaked at $1.53M in Q3 2024. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • United Advisor Group reported no remaining Vanguard Mega Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • United Advisor Group sold 1,494 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $211K.
  • United Advisor Group first reported a position in Vanguard Mega Cap Value ETF in Q1 2024 and held it in 6 quarters.
  • United Advisor Group's Vanguard Mega Cap Value ETF position peaked at $1.53M in Q3 2024.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.