Y-Intercept (HK)’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Y-Intercept (HK)’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	–	Sell	-7,987	Closed	-$1.16M	–	1990
2026 Q1	$1.16M	Buy	7,987 +4,835	+153%	+$716K	0.02%	966
2025 Q4	$445K	Sell	3,152 -6,094	-66%	-$847K	0.01%	1264
2025 Q3	$1.27M	Buy	9,246 +3,470	+60%	+$464K	0.03%	855
2025 Q2	$758K	Buy	+5,776	New	+$724K	0.02%	1065
2024 Q2	–	Sell	-1,745	Closed	-$209K	–	1711
2024 Q1	$209K	Sell	1,745 -361	-17%	-$40.9K	0.02%	1138
2023 Q4	$230K	Buy	+2,106	New	+$218K	0.02%	932
2022 Q2	–	Sell	-2,668	Closed	-$286K	–	1065
2022 Q1	$286K	Buy	+2,668	New	+$283K	0.07%	466

Other funds holding MGV

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Y-Intercept (HK)'s MGV Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Vanguard Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 7,987 shares — an estimated $1.16M sold.

Y-Intercept (HK) first reported a position in MGV in Q1 2022 and held it in 7 quarters. The position peaked at $1.27M in Q3 2025. 111 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Y-Intercept (HK) reported no remaining Vanguard Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 7,987 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $1.16M.
Y-Intercept (HK) first reported a position in Vanguard Mega Cap Value ETF in Q1 2022 and held it in 7 quarters.
Y-Intercept (HK)'s Vanguard Mega Cap Value ETF position peaked at $1.27M in Q3 2025.
111 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.