Destiny Wealth Partners’s Vanguard 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 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 $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Destiny Wealth Partners's MGV Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Vanguard Mega Cap Value ETF (MGV) in Q1 2026: 928 shares worth $135K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in MGV as recently as Q4 2022.

Destiny Wealth Partners first reported a position in MGV in Q4 2020 and has held it in 10 quarters since. The position peaked at $10.9M in Q1 2022. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Destiny Wealth Partners held 928 shares of Vanguard Mega Cap Value ETF worth $135K as of Q1 2026.
Vanguard Mega Cap Value ETF was a new Destiny Wealth Partners position in Q1 2026.
Vanguard Mega Cap Value ETF made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #289 holding.
Destiny Wealth Partners first reported a position in Vanguard Mega Cap Value ETF in Q4 2020 and has held it in 10 quarters since.
Destiny Wealth Partners's Vanguard Mega Cap Value ETF position peaked at $10.9M in Q1 2022.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.