VAG
MGV icon

VisionPoint Advisory Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History

VisionPoint Advisory Group’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 		$551K Sell
3,372
-125
-4% -$19.4K 0.09% 238
2026
Q1 		$507K Buy
3,497
+258
+8% +$38.2K 0.1% 216
2025
Q4 		$457K Sell
3,239
-12
-0.4% -$1.67K 0.09% 225
2025
Q3 		$448K Buy
3,251
+416
+15% +$55.6K 0.09% 221
2025
Q2 		$372K Buy
+2,835
New +$356K 0.08% 233

Other funds holding MGV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

VisionPoint Advisory Group's MGV Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Mega Cap Value ETF (MGV) stake by 3.6% in Q2 2026, selling an estimated $19.4K and leaving 3,372 shares worth $551K. The position accounts for 0.09% of the portfolio, ranked #238.

VisionPoint Advisory Group first reported a position in MGV in Q2 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • VisionPoint Advisory Group held 3,372 shares of Vanguard Mega Cap Value ETF worth $551K as of Q2 2026.
  • VisionPoint Advisory Group sold 125 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $19.4K.
  • Vanguard Mega Cap Value ETF made up 0.09% of VisionPoint Advisory Group's portfolio in Q2 2026, its #238 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.