WT Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History
Bought
Maintained
Sold
Other funds holding MGV
MFG
WT Wealth Management's MGV Position: Q2 2026 in Review
WT Wealth Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 43% in Q2 2026, buying an estimated $709K and bringing the position to 15,238 shares worth $2.49M. The position accounts for 0.69% of the portfolio, ranked #41.
WT Wealth Management first reported a position in MGV in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.
- WT Wealth Management held 15,238 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.49M as of Q2 2026.
- WT Wealth Management bought 4,568 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $709K.
- Vanguard Morningstar Mega Cap Value ETF made up 0.69% of WT Wealth Management's portfolio in Q2 2026, its #41 holding.
- WT Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
- 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.
Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.