ASCML
MGV icon

ADKINS SEALE CAPITAL MANAGEMENT LLC’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$212K Hold
1,300
– – 0.19% 83
2026
Q1 		$188K Hold
1,300
– – 0.19% 86
2025
Q4 		$184K Buy
+1,300
New +$181K 0.18% 84

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ADKINS SEALE CAPITAL MANAGEMENT LLC's MGV Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 1,300 shares worth $212K. The position accounts for 0.19% of the portfolio, ranked #83.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in MGV in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 1,300 shares of Vanguard Morningstar Mega Cap Value ETF worth $212K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.19% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #83 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.