VSM Wealth Advisory’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

VSM Wealth Advisory’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	$2.21M	Buy	13,545 +812	+6%	+$126K	0.59%	27
2026 Q1	$1.85M	Buy	12,733 +950	+8%	+$141K	0.55%	28
2025 Q4	$1.66M	Buy	11,783 +2,887	+32%	+$401K	0.5%	29
2025 Q3	$1.23M	Buy	8,896 +42	+0.5%	+$5.62K	0.38%	30
2025 Q2	$1.16M	Buy	8,854 +955	+12%	+$120K	0.38%	33
2025 Q1	$1.02M	Sell	7,899 -55	-0.7%	-$7.11K	0.37%	34
2024 Q4	$994K	Buy	+7,954	New	+$1.03M	0.35%	36

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

VSM Wealth Advisory's MGV Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 6.4% in Q2 2026, buying an estimated $126K and bringing the position to 13,545 shares worth $2.21M. The position accounts for 0.59% of the portfolio, ranked #27.

VSM Wealth Advisory first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

VSM Wealth Advisory held 13,545 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.21M as of Q2 2026.
VSM Wealth Advisory bought 812 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $126K.
Vanguard Morningstar Mega Cap Value ETF made up 0.59% of VSM Wealth Advisory's portfolio in Q2 2026, its #27 holding.
VSM Wealth Advisory first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.