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United Capital Financial Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

United Capital Financial 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
Q2 		$3.97M Sell
24,258
-571
-2% -$88.6K 0.02% 429
2026
Q1 		$3.6M Sell
24,829
-424
-2% -$62.8K 0.02% 432
2025
Q4 		$3.56M Buy
25,253
+1,613
+7% +$224K 0.02% 409
2025
Q3 		$3.26M Hold
23,640
– – 0.02% 366
2025
Q2 		$3.1M Hold
23,640
– – 0.03% 354
2025
Q1 		$3.05M Sell
23,640
-18
-0.1% -$2.33K 0.03% 352
2024
Q4 		$2.96M Buy
23,658
+18
+0.1% +$2.32K 0.02% 343
2024
Q3 		$3.03M Hold
23,640
– – 0.03% 340
2024
Q2 		$2.8M Buy
23,640
+220
+0.9% +$25.9K 0.02% 344
2024
Q1 		$2.8M Sell
23,420
-290
-1% -$32.9K 0.02% 370
2023
Q4 		$2.59M Sell
23,710
-3,037
-11% -$314K 0.02% 374
2023
Q3 		$2.71M Buy
26,747
+176
+0.7% +$18.5K 0.02% 379
2023
Q2 		$2.76M Hold
26,571
– – 0.02% 397
2023
Q1 		$2.68M Sell
26,571
-3,487
-12% -$356K 0.02% 405
2022
Q4 		$3.09M Sell
30,058
-17,729
-37% -$1.78M 0.02% 398
2022
Q3 		$4.3M Sell
47,787
-1,531
-3% -$150K 0.03% 345
2022
Q2 		$4.74M Buy
49,318
+1,672
+4% +$171K 0.03% 344
2022
Q1 		$5.11M Sell
47,646
-773
-2% -$82K 0.02% 364
2021
Q4 		$5.17M Sell
48,419
-1,202
-2% -$124K 0.02% 368
2021
Q3 		$4.86M Sell
49,621
-840
-2% -$84.8K 0.02% 380
2021
Q2 		$5.03M Sell
50,461
-1,644
-3% -$163K 0.03% 375
2021
Q1 		$4.96M Buy
52,105
+268
+0.5% +$24.4K 0.03% 360
2020
Q4 		$4.5M Sell
51,837
-345
-0.7% -$28.3K 0.03% 372
2020
Q3 		$4M Sell
52,182
-1,899
-4% -$146K 0.03% 373
2020
Q2 		$3.96M Sell
54,081
-2,598
-5% -$188K 0.03% 397
2020
Q1 		$3.74M Sell
56,679
-4,820
-8% -$386K 0.03% 386
2019
Q4 		$5.36M Buy
61,499
+168
+0.3% +$14.1K 0.03% 410
2019
Q3 		$5M Sell
61,331
-687
-1% -$55.2K 0.03% 415
2019
Q2 		$4.99M Sell
62,018
-80
-0.1% -$6.34K 0.03% 427
2019
Q1 		$4.84M Buy
62,098
+5,133
+9% +$392K 0.03% 422
2018
Q4 		$4.07M Buy
56,965
+54,168
+1,937% +$4.14M 0.03% 415
2018
Q3 		$224K Buy
+2,797
New +$220K ﹤0.01% 1221

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Capital Financial Advisors's MGV Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.3% in Q2 2026, selling an estimated $88.6K and leaving 24,258 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #429.

United Capital Financial Advisors first reported a position in MGV in Q3 2018 and has held it in 32 quarters since. The position peaked at $5.36M in Q4 2019. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • United Capital Financial Advisors held 24,258 shares of Vanguard Morningstar Mega Cap Value ETF worth $3.97M as of Q2 2026.
  • United Capital Financial Advisors sold 571 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $88.6K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #429 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2018 and has held it in 32 quarters since.
  • United Capital Financial Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $5.36M in Q4 2019.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.