MGV — VANGUARD MEGA CAP VALUE ETF

Ownership history in Global Wealth Strategies & Associates  ·  2 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in VANGUARD MEGA CAP VALUE 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
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 439 +243 +124.0% 0.02% $60K $136.94
2024 Q1 INITIATED 196 — — 0.01% $23K —
% of Fund (quarterly)    MGV price (monthly, adj. close)

Other funds also holding MGV

As of 2025 Q4 — sorted by position size

Zeit Capital LLC 3Y 18.11% Integrated Capital Management, LLC 12.21% Black Diamond Financial, LLC 3Y 7Y 11.56% BHK Investment Advisors, LLC 3Y 7Y 10.71% Sheridan Capital Management, LLC 10.36% Marmo Financial Group, LLC 3Y 10.07% Praetorian Wealth Management, Inc. 3Y 9.79% Pachira Investments Inc. 3Y 7Y 6.88% Avid Wealth Partners LLC 6.6% ETF Portfolio Partners, Inc. 3Y 7Y 6.37%
← Back to Global Wealth Strategies & Associates Holdings