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

Vision Retirement’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 		$54.8K Hold
335
– – 0.01% 217
2026
Q1 		$48.6K Hold
335
– – 0.01% 216
2025
Q4 		$47.3K Buy
+335
New +$46.6K 0.01% 239

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vision Retirement's MGV Position: Q2 2026 in Review

Vision Retirement held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 335 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #217.

Vision Retirement first reported a position in MGV in Q4 2025 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Vision Retirement held 335 shares of Vanguard Morningstar Mega Cap Value ETF worth $54.8K as of Q2 2026.
  • Vision Retirement left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #217 holding.
  • Vision Retirement first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.