49 Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

49 Wealth Management’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	$261K	Buy	+1,597	New	+$248K	0.05%	150
2024 Q4	–	Sell	-1,642	Closed	-$211K	–	181
2024 Q3	$211K	Buy	+1,642	New	+$203K	0.03%	153
2024 Q2	–	Sell	-1,687	Closed	-$201K	–	166
2024 Q1	$201K	Sell	1,687 -304	-15%	-$34.4K	0.04%	116
2023 Q4	$218K	Buy	+1,991	New	+$206K	0.06%	106

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

49 Wealth Management's MGV Position: Q2 2026 in Review

49 Wealth Management opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,597 shares worth $261K. The stake represents 0.05% of the portfolio and ranks #150 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in MGV as recently as Q3 2024.

49 Wealth Management first reported a position in MGV in Q4 2023 and has held it in 4 quarters since. 602 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

49 Wealth Management held 1,597 shares of Vanguard Morningstar Mega Cap Value ETF worth $261K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new 49 Wealth Management position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.05% of 49 Wealth Management's portfolio in Q2 2026, its #150 holding.
49 Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and has held it in 4 quarters since.
602 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.