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

Congress 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
2025
Q2 		$801K Hold
6,106
– – 0.01% 767
2025
Q1 		$787K Buy
6,106
+1,835
+43% +$237K 0.01% 685
2024
Q4 		$534K Buy
+4,271
New +$551K 0.01% 628

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's MGV Position: Q2 2025 in Review

Congress Wealth Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2025 at 6,106 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #767.

Congress Wealth Management first reported a position in MGV in Q4 2024 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

  • Congress Wealth Management held 6,106 shares of Vanguard Morningstar Mega Cap Value ETF worth $801K as of Q2 2025.
  • Congress Wealth Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2025.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #767 holding.
  • Congress Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.