WWM
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Western Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Western Wealth Management’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 		$942K Buy
5,761
+49
+0.9% +$7.6K 0.03% 497
2026
Q1 		$828K Buy
5,712
+24
+0.4% +$3.56K 0.03% 500
2025
Q4 		$803K Buy
5,688
+1,265
+29% +$176K 0.04% 402
2025
Q3 		$609K Buy
4,423
+127
+3% +$17K 0.03% 405
2025
Q2 		$564K Sell
4,296
-215
-5% -$27K 0.03% 387
2025
Q1 		$581K Buy
4,511
+456
+11% +$59K 0.04% 352
2024
Q4 		$506K Buy
4,055
+85
+2% +$11K 0.03% 455
2024
Q3 		$509K Buy
3,970
+62
+2% +$7.65K 0.03% 463
2024
Q2 		$463K Sell
3,908
-117
-3% -$13.8K 0.03% 387
2024
Q1 		$481K Buy
4,025
+1
+0% +$113 0.04% 375
2023
Q4 		$440K Sell
4,024
-803
-17% -$83K 0.03% 446
2023
Q3 		$489K Sell
4,827
-492
-9% -$51.6K 0.04% 393
2023
Q2 		$552K Buy
5,319
+146
+3% +$14.9K 0.05% 354
2023
Q1 		$523K Sell
5,173
-358
-6% -$36.6K 0.05% 357
2022
Q4 		$569K Sell
5,531
-6,175
-53% -$621K 0.06% 316
2022
Q3 		$1.05M Buy
11,706
+150
+1% +$14.7K 0.06% 294
2022
Q2 		$1.11M Sell
11,556
-12
-0.1% -$1.23K 0.06% 285
2022
Q1 		$1.24M Buy
11,568
+6,643
+135% +$705K 0.06% 298
2021
Q4 		$527K Buy
+4,925
New +$509K 0.05% 313
2021
Q2 		$429K Buy
4,317
+166
+4% +$16.5K 0.04% 395
2021
Q1 		$395K Buy
4,151
+668
+19% +$60.8K 0.05% 334
2020
Q4 		$302K Sell
3,483
-805
-19% -$66K 0.04% 352
2020
Q3 		$329K Sell
4,288
-1,471
-26% -$113K 0.05% 318
2020
Q2 		$422K Sell
5,759
-2
-0% -$145 0.08% 253
2020
Q1 		$381K Buy
5,761
+2,147
+59% +$172K 0.09% 226
2019
Q4 		$315K Buy
+3,614
New +$303K 0.05% 302

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Western Wealth Management's MGV Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.86% in Q2 2026, buying an estimated $7.6K and bringing the position to 5,761 shares worth $942K. The position accounts for 0.03% of the portfolio, ranked #497.

Western Wealth Management first reported a position in MGV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.24M in Q1 2022. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Western Wealth Management held 5,761 shares of Vanguard Morningstar Mega Cap Value ETF worth $942K as of Q2 2026.
  • Western Wealth Management bought 49 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $7.6K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Western Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Western Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.24M in Q1 2022.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.