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

Aprio 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 		– Sell
-2,216
Closed -$321K – 653
2026
Q1 		$321K Buy
+2,216
New +$328K 0.02% 465

Other funds holding MGV

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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

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

Aprio Wealth Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 2,216 shares — an estimated $321K sold.

Aprio Wealth Management first reported a position in MGV in Q1 2026 and held it in 1 quarter. The position peaked at $321K in Q1 2026. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Aprio Wealth Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 2,216 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $321K.
  • Aprio Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Aprio Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $321K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.