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World Investment Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

World Investment Advisors’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 		$1.16M Sell
7,930
-25
-0.3% -$3.88K 0.02% 659
2026
Q1 		$1.15M Buy
7,955
+277
+4% +$41K 0.02% 665
2025
Q4 		$1.08M Buy
7,678
+260
+4% +$36.1K 0.02% 661
2025
Q3 		$1.02M Buy
7,418
+2,007
+37% +$268K 0.02% 557
2025
Q2 		$710K Sell
5,411
-4,418
-45% -$554K 0.02% 614
2025
Q1 		$1.27M Buy
9,829
+867
+10% +$112K 0.03% 444
2024
Q4 		$1.12M Buy
8,962
+987
+12% +$127K 0.03% 451
2024
Q3 		$1.02M Buy
+7,975
New +$985K 0.03% 420
2021
Q3 		– Sell
-3,345
Closed -$333K – 261
2021
Q2 		$333K Sell
3,345
-42
-1% -$4.17K 0.08% 174
2021
Q1 		$340K Sell
3,387
-174
-5% -$15.8K 0.08% 161
2020
Q4 		$321K Sell
3,561
-523
-13% -$42.9K 0.08% 154
2020
Q3 		$313K Buy
4,084
+20
+0.5% +$1.53K 0.11% 117
2020
Q2 		$321K Buy
4,064
+250
+7% +$18.1K 0.11% 115
2020
Q1 		$252K Buy
3,814
+666
+21% +$53.3K 0.12% 104
2019
Q4 		$274K Buy
3,148
+187
+6% +$15.7K 0.11% 117
2019
Q3 		$241K Hold
2,961
– – 0.1% 123
2019
Q2 		$236K Buy
+2,961
New +$235K 0.1% 117

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 22.9% 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

World Investment Advisors's MGV Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.31% in Q2 2026, selling an estimated $3.88K and leaving 7,930 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #659.

World Investment Advisors first reported a position in MGV in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.27M in Q1 2025. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • World Investment Advisors held 7,930 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.16M as of Q2 2026.
  • World Investment Advisors sold 25 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $3.88K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #659 holding.
  • World Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2019 and has held it in 17 quarters since.
  • World Investment Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.27M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.