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

Wealth Enhancement Advisory Services’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	$13M	Buy	79,496 +1,826	+2%	+$283K	0.02%	569
2026 Q1	$11.3M	Sell	77,670 -5,844	-7%	-$866K	0.02%	548
2025 Q4	$12.1M	Buy	83,514 +6,807	+9%	+$946K	0.02%	629
2025 Q3	$10.6M	Sell	76,707 -1,352	-2%	-$181K	0.02%	637
2025 Q2	$10.4M	Buy	78,059 +3,357	+4%	+$421K	0.02%	617
2025 Q1	$9.62M	Buy	74,702 +33,001	+79%	+$4.27M	0.02%	595
2024 Q4	$5.21M	Buy	41,701 +34,440	+474%	+$4.45M	0.01%	782
2024 Q3	$931K	Sell	7,261 -596	-8%	-$73.6K	﹤0.01%	1449
2024 Q2	$931K	Sell	7,857 -105	-1%	-$12.3K	﹤0.01%	1314
2024 Q1	$951K	Sell	7,962 -129	-2%	-$14.6K	﹤0.01%	1259
2023 Q4	$885K	Sell	8,091 -124	-2%	-$12.8K	﹤0.01%	1220
2023 Q3	$833K	Buy	8,215 +4,953	+152%	+$519K	﹤0.01%	1177
2023 Q2	$338K	Sell	3,262 -2,040	-38%	-$208K	﹤0.01%	411
2023 Q1	$536K	Buy	5,302 +3,262	+160%	+$333K	0.01%	381
2022 Q4	$211K	Buy	+2,040	New	+$205K	﹤0.01%	313
2022 Q3	–	Sell	-3,079	Closed	-$299K	–	363
2022 Q2	$299K	Hold	3,079	–	–	﹤0.01%	301
2022 Q1	$331K	Hold	3,079	–	–	﹤0.01%	283
2021 Q4	$325K	Buy	3,079 +1,039	+51%	+$107K	﹤0.01%	267
2021 Q3	$212K	Buy	+2,040	New	+$206K	﹤0.01%	282

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

Wealth Enhancement Advisory Services's MGV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.4% in Q2 2026, buying an estimated $283K and bringing the position to 79,496 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #569.

Wealth Enhancement Advisory Services first reported a position in MGV in Q3 2021 and has held it in 19 quarters since. 602 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Wealth Enhancement Advisory Services held 79,496 shares of Vanguard Morningstar Mega Cap Value ETF worth $13M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,826 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $283K.
Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #569 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
602 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.