Valley Wealth Managers’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Valley Wealth Managers’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	$12.6K	Hold	87	–	–	﹤0.01%	262
2025 Q4	$12.3K	Hold	87	–	–	﹤0.01%	272
2025 Q3	$12K	Hold	87	–	–	﹤0.01%	256
2025 Q2	$11.4K	Hold	87	–	–	﹤0.01%	241
2025 Q1	$11.2K	Hold	87	–	–	﹤0.01%	271
2024 Q4	$10.9K	Hold	87	–	–	﹤0.01%	284
2024 Q3	$11.2K	Hold	87	–	–	﹤0.01%	286
2024 Q2	$10.3K	Hold	87	–	–	﹤0.01%	284
2024 Q1	$10.4K	Hold	87	–	–	﹤0.01%	257
2023 Q4	$9.52K	Hold	87	–	–	﹤0.01%	271
2023 Q3	$8.82K	Hold	87	–	–	﹤0.01%	293
2023 Q2	$9.03K	Hold	87	–	–	﹤0.01%	274
2023 Q1	$8.79K	Hold	87	–	–	﹤0.01%	292
2022 Q4	$8.95K	Hold	87	–	–	﹤0.01%	302
2022 Q3	$8K	Hold	87	–	–	﹤0.01%	331
2022 Q2	$8K	Buy	+87	New	+$8.91K	﹤0.01%	339
2017 Q2	–	Sell	-50	Closed	-$3K	–	157
2017 Q1	$3K	Hold	50	–	–	﹤0.01%	190
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	206
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	192
2016 Q2	$3K	Buy	+50	New	+$3.03K	﹤0.01%	197

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

Valley Wealth Managers's MGV Position: Q1 2026 in Review

Valley Wealth Managers held its Vanguard Mega Cap Value ETF (MGV) position steady in Q1 2026 at 87 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Valley Wealth Managers first reported a position in MGV in Q2 2016 and has held it in 20 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Valley Wealth Managers held 87 shares of Vanguard Mega Cap Value ETF worth $12.6K as of Q1 2026.
Valley Wealth Managers left its Vanguard Mega Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mega Cap Value ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #262 holding.
Valley Wealth Managers first reported a position in Vanguard Mega Cap Value ETF in Q2 2016 and has held it in 20 quarters since.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.