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

Destiny Wealth 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	–	Sell	-928	Closed	-$135K	–	725
2026 Q1	$135K	Buy	+928	New	+$137K	0.01%	289
2023 Q1	–	Sell	-3,695	Closed	-$380K	–	449
2022 Q4	$380K	Sell	3,695 -105,029	-97%	-$10.6M	0.08%	112
2022 Q3	$9.78M	Buy	108,724 +251	+0.2%	+$24.7K	2.2%	11
2022 Q2	$10.4M	Buy	108,473 +7,056	+7%	+$723K	2.3%	10
2022 Q1	$10.9M	Buy	101,417 +14,098	+16%	+$1.5M	2.12%	11
2021 Q4	$9.33M	Buy	87,319 +1,865	+2%	+$193K	1.8%	14
2021 Q3	$8.36M	Sell	85,454 -8,964	-9%	-$905K	1.68%	17
2021 Q2	$9.41M	Sell	94,418 -7,546	-7%	-$750K	1.8%	14
2021 Q1	$9.71M	Sell	101,964 -5,790	-5%	-$527K	2.03%	9
2020 Q4	$9.36M	Buy	+107,754	New	+$8.84M	1.95%	10

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

Destiny Wealth Partners's MGV Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 928 shares — an estimated $135K sold.

Destiny Wealth Partners first reported a position in MGV in Q4 2020 and held it in 10 quarters. The position peaked at $10.9M in Q1 2022. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Destiny Wealth Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 928 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $135K.
Destiny Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $10.9M in Q1 2022.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.