MGV VANGUARD MEGA CAP VAL ETF

Ownership history in CX Institutional  ·  5 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in VANGUARD MEGA CAP VAL ETF (MGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.24% (2022 Q4)
Avg. % of fund
0.07%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 123 0% 0.00% $17K $136.94
2025 Q2 UNCHANGED 123 0% 0.00% $16K $129.78
2025 Q1 REDUCED 123 -23,670 -99.5% 0.00% $16K $126.78
2023 Q1 REDUCED 23,793 -14,464 -37.8% 0.13% $2.4M $94.65
2022 Q4 INITIATED 38,257 0.24% $3.9M
% of Fund (quarterly)    MGV price (monthly, adj. close)
← Back to CX Institutional Holdings