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 Q3	$527K	Sell	3,269 -103	-3%	-$17K	0.08%	232
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 $59.5B AUM 15.92% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return

VisionPoint Advisory Group's MGV Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 3.1% in Q3 2026, selling an estimated $17K and leaving 3,269 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #232.

VisionPoint Advisory Group first reported a position in MGV in Q2 2025 and has held it in 6 quarters since. The position peaked at $551K in Q2 2026. 190 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

VisionPoint Advisory Group held 3,269 shares of Vanguard Morningstar Mega Cap Value ETF worth $527K as of Q3 2026.
VisionPoint Advisory Group sold 103 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $17K.
Vanguard Morningstar Mega Cap Value ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #232 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $551K in Q2 2026.
190 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.