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 Q3	$325K	Buy	2,017 +754	+60%	+$125K	0.03%	431
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	$236K	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 $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

United Advisor Group's MGV Position: Q3 2026 in Review

United Advisor Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 60% in Q3 2026, buying an estimated $125K and bringing the position to 2,017 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #431.

United Advisor Group first reported a position in MGV in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2024. 549 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

United Advisor Group held 2,017 shares of Vanguard Morningstar Mega Cap Value ETF worth $325K as of Q3 2026.
United Advisor Group bought 754 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $125K.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #431 holding.
United Advisor Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
United Advisor Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.53M in Q3 2024.
549 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.