VisionPoint Advisory Group’s Vanguard Morningstar 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

VisionPoint Advisory Group reduced its Vanguard Morningstar 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. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

VisionPoint Advisory Group held 3,372 shares of Vanguard Morningstar Mega Cap Value ETF worth $551K as of Q2 2026.
VisionPoint Advisory Group sold 125 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $19.4K.
Vanguard Morningstar 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 Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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