MGV — MGV VANGUARD MEGA CAP VALUE ETF

Ownership history in Praetorian Wealth Management, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Praetorian Wealth Management, Inc. reported a position in MGV 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
9.79% (2025 Q4)
Avg. % of fund
9.61%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 349,302 +13,086 +3.9% 9.79% $49.3M $141.16
2025 Q3 ADDED 336,216 +19,781 +6.3% 9.50% $46.3M $136.94
2025 Q2 INITIATED 316,435 — — 9.55% $41.5M $129.78
% 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% Pachira Investments Inc. 3Y 7Y 6.88% Avid Wealth Partners LLC 6.6% ETF Portfolio Partners, Inc. 3Y 7Y 6.37% Bernardo Wealth Planning LLC 3Y 7Y 5.93%
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