Cerity Partners
MGV icon

Cerity Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Cerity Partners’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 		$56.3M Buy
343,974
+83,226
+32% +$12.9M 0.07% 235
2026
Q1 		$38.4M Buy
260,748
+245,296
+1,587% +$36.3M 0.05% 292
2025
Q4 		$2.18M Buy
15,452
+5,737
+59% +$798K ﹤0.01% 1339
2025
Q3 		$1.34M Buy
9,715
+1,319
+16% +$176K ﹤0.01% 1468
2025
Q2 		$1.1M Buy
8,396
+69
+0.8% +$8.65K ﹤0.01% 1476
2025
Q1 		$1.07M Sell
8,327
-162
-2% -$20.9K ﹤0.01% 1397
2024
Q4 		$1.06M Buy
8,489
+539
+7% +$69.6K ﹤0.01% 1379
2024
Q3 		$1.02M Buy
7,950
+868
+12% +$107K ﹤0.01% 1386
2024
Q2 		$839K Sell
7,082
-1,477
-17% -$174K ﹤0.01% 1309
2024
Q1 		$1.02M Buy
8,559
+2,478
+41% +$281K ﹤0.01% 1268
2023
Q4 		$665K Buy
+6,081
New +$628K ﹤0.01% 1149
2023
Q3 		– Sell
-4,852
Closed -$503K – 1593
2023
Q2 		$503K Buy
4,852
+600
+14% +$61K ﹤0.01% 1179
2023
Q1 		$149M Sell
4,252
-69
-2% -$7.05K 0.35% 45
2022
Q4 		$444K Buy
4,321
+555
+15% +$55.8K ﹤0.01% 985
2022
Q3 		$339K Hold
3,766
– – ﹤0.01% 847
2022
Q2 		$223K Buy
3,766
+1,458
+63% +$149K ﹤0.01% 1040
2022
Q1 		$248K Buy
+2,308
New +$245K ﹤0.01% 796

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners's MGV Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 32% in Q2 2026, buying an estimated $12.9M and bringing the position to 343,974 shares worth $56.3M. The position accounts for 0.07% of the portfolio, ranked #235.

Cerity Partners first reported a position in MGV in Q1 2022 and has held it in 17 quarters since. The position peaked at $149M in Q1 2023. 579 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Cerity Partners held 343,974 shares of Vanguard Morningstar Mega Cap Value ETF worth $56.3M as of Q2 2026.
  • Cerity Partners bought 83,226 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $12.9M.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #235 holding.
  • Cerity Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Cerity Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $149M in Q1 2023.
  • 579 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.