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VeraBank’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

VeraBank’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 		$249K Sell
1,521
-248
-14% -$38.5K 0.04% 153
2026
Q1 		$256K Sell
1,769
-50
-3% -$7.41K 0.05% 157
2025
Q4 		$257K Hold
1,819
– – 0.05% 162
2025
Q3 		$251K Hold
1,819
– – 0.05% 166
2025
Q2 		$239K Buy
+1,819
New +$228K 0.05% 170

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

VeraBank's MGV Position: Q2 2026 in Review

VeraBank reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 14% in Q2 2026, selling an estimated $38.5K and leaving 1,521 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #153.

VeraBank first reported a position in MGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $257K in Q4 2025. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • VeraBank held 1,521 shares of Vanguard Morningstar Mega Cap Value ETF worth $249K as of Q2 2026.
  • VeraBank sold 248 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $38.5K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.04% of VeraBank's portfolio in Q2 2026, its #153 holding.
  • VeraBank first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • VeraBank's Vanguard Morningstar Mega Cap Value ETF position peaked at $257K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.