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Visionary Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Visionary Wealth 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
Q1 		$1.1M Buy
7,616
+233
+3% +$34.5K 0.05% 262
2025
Q4 		$1.04M Sell
7,383
-1,137
-13% -$158K 0.05% 265
2025
Q3 		$1.17M Buy
8,520
+413
+5% +$55.2K 0.05% 256
2025
Q2 		$1.06M Buy
8,107
+82
+1% +$10.3K 0.05% 267
2025
Q1 		$1.03M Buy
8,025
+2,135
+36% +$276K 0.06% 252
2024
Q4 		$736K Buy
5,890
+105
+2% +$13.6K 0.04% 299
2024
Q3 		$742K Buy
5,785
+72
+1% +$8.89K 0.05% 292
2024
Q2 		$677K Sell
5,713
-8
-0.1% -$941 0.04% 287
2024
Q1 		$684K Sell
5,721
-17
-0.3% -$1.93K 0.05% 280
2023
Q4 		$628K Sell
5,738
-10
-0.2% -$1.03K 0.05% 282
2023
Q3 		$583K Buy
5,748
+966
+20% +$101K 0.05% 276
2023
Q2 		$496K Buy
4,782
+31
+0.7% +$3.15K 0.04% 297
2023
Q1 		$480K Sell
4,751
-73
-2% -$7.46K 0.04% 285
2022
Q4 		$496K Buy
4,824
+97
+2% +$9.76K 0.05% 239
2022
Q3 		$425K Buy
4,727
+155
+3% +$15.2K 0.04% 249
2022
Q2 		$440K Buy
4,572
+2,273
+99% +$233K 0.04% 257
2022
Q1 		$247K Sell
2,299
-248
-10% -$26.3K 0.02% 370
2021
Q4 		$272K Buy
2,547
+349
+16% +$36.1K 0.02% 309
2021
Q3 		$215K Hold
2,198
– – 0.02% 283
2021
Q2 		$219K Buy
+2,198
New +$218K 0.02% 309

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Visionary Wealth Advisors's MGV Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Vanguard Mega Cap Value ETF (MGV) stake by 3.2% in Q1 2026, buying an estimated $34.5K and bringing the position to 7,616 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #262.

Visionary Wealth Advisors first reported a position in MGV in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q3 2025. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Visionary Wealth Advisors held 7,616 shares of Vanguard Mega Cap Value ETF worth $1.1M as of Q1 2026.
  • Visionary Wealth Advisors bought 233 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $34.5K.
  • Vanguard Mega Cap Value ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q1 2026, its #262 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Mega Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Visionary Wealth Advisors's Vanguard Mega Cap Value ETF position peaked at $1.17M in Q3 2025.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.