Venture Visionary Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Venture Visionary Partners’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	$843K	Buy	5,233 +150	+3%	+$24.8K	0.02%	379
2026 Q2	$831K	Buy	5,083 +283	+6%	+$43.9K	0.02%	376
2026 Q1	$696K	Hold	4,800	–	–	0.02%	368
2025 Q4	$678K	Hold	4,800	–	–	0.02%	379
2025 Q3	$661K	Sell	4,800 -86	-2%	-$11.5K	0.02%	363
2025 Q2	$641K	Hold	4,886	–	–	0.02%	353
2025 Q1	$630K	Hold	4,886	–	–	0.03%	343
2024 Q4	$610K	Hold	4,886	–	–	0.03%	330
2024 Q3	$627K	Buy	4,886 +325	+7%	+$40.1K	0.03%	335
2024 Q2	$540K	Hold	4,561	–	–	0.02%	361
2024 Q1	$545K	Buy	4,561 +86	+2%	+$9.74K	0.03%	360
2023 Q4	$489K	Hold	4,475	–	–	0.03%	354
2023 Q3	$454K	Hold	4,475	–	–	0.03%	346
2023 Q2	$464K	Buy	4,475 +2,115	+90%	+$215K	0.03%	350
2023 Q1	$238K	Buy	2,360 +100	+4%	+$10.2K	0.02%	446
2022 Q4	$232K	Hold	2,260	–	–	0.02%	426
2022 Q3	$203K	Buy	+2,260	New	+$222K	0.02%	429

Other funds holding MGV

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Venture Visionary Partners's MGV Position: Q3 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 3% in Q3 2026, buying an estimated $24.8K and bringing the position to 5,233 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #379.

Venture Visionary Partners first reported a position in MGV in Q3 2022 and has held it in 17 quarters since. 24 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Venture Visionary Partners held 5,233 shares of Vanguard Morningstar Mega Cap Value ETF worth $843K as of Q3 2026.
Venture Visionary Partners bought 150 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $24.8K.
Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #379 holding.
Venture Visionary Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
24 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.