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Apriem Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Apriem Advisors’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 		$57.1M Buy
349,628
+34,245
+11% +$5.31M 4.95% 4
2026
Q1 		$45.7M Buy
315,383
+62,118
+25% +$9.2M 4.36% 5
2025
Q4 		$35.8M Buy
253,265
+5,181
+2% +$720K 3.28% 9
2025
Q3 		$34.2M Buy
248,084
+23,059
+10% +$3.08M 3.23% 8
2025
Q2 		$29.5M Buy
225,025
+90,468
+67% +$11.3M 3.14% 7
2025
Q1 		$17.3M Buy
134,557
+72,249
+116% +$9.34M 2.03% 12
2024
Q4 		$7.78M Buy
62,308
+22,688
+57% +$2.93M 0.89% 34
2024
Q3 		$5.08M Buy
39,620
+7,673
+24% +$947K 0.59% 39
2024
Q2 		$3.79M Buy
31,947
+7,666
+32% +$901K 0.46% 41
2024
Q1 		$2.9M Buy
+24,281
New +$2.75M 0.36% 48

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apriem Advisors's MGV Position: Q2 2026 in Review

Apriem Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 11% in Q2 2026, buying an estimated $5.31M and bringing the position to 349,628 shares worth $57.1M. The position accounts for 4.95% of the portfolio, ranked #4.

Apriem Advisors first reported a position in MGV in Q1 2024 and has held it in 10 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Apriem Advisors held 349,628 shares of Vanguard Morningstar Mega Cap Value ETF worth $57.1M as of Q2 2026.
  • Apriem Advisors bought 34,245 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $5.31M.
  • Vanguard Morningstar Mega Cap Value ETF made up 4.95% of Apriem Advisors's portfolio in Q2 2026, its #4 holding.
  • Apriem Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.