United Advisor Group’s Vanguard Morningstar 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 Q2	$206K	Buy	+1,263	New	+$196K	0.02%	516
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 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

United Advisor Group's MGV Position: Q2 2026 in Review

United Advisor Group opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,263 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #516 among its holdings. This is a return to the name: United Advisor Group previously reported a position in MGV as recently as Q4 2025.

United Advisor Group first reported a position in MGV in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2024. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

United Advisor Group held 1,263 shares of Vanguard Morningstar Mega Cap Value ETF worth $206K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new United Advisor Group position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #516 holding.
United Advisor Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
United Advisor Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.53M in Q3 2024.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.