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EverSource Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

EverSource Wealth Advisors’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 		$4.37M Sell
26,737
-22,834
-46% -$3.54M 0.15% 132
2026
Q1 		$7.19M Buy
49,571
+18,206
+58% +$2.7M 0.22% 78
2025
Q4 		$4.43M Sell
31,365
-5,299
-14% -$737K 0.16% 111
2025
Q3 		$5.05M Sell
36,664
-259
-0.7% -$34.6K 0.2% 102
2025
Q2 		$4.84M Sell
36,923
-210
-0.6% -$26.3K 0.22% 99
2025
Q1 		$4.78M Sell
37,133
-1,725
-4% -$223K 0.26% 85
2024
Q4 		$4.85M Sell
38,858
-479
-1% -$61.8K 0.27% 80
2024
Q3 		$5.05M Buy
39,337
+42
+0.1% +$5.18K 0.32% 72
2024
Q2 		$4.87M Sell
39,295
-284
-0.7% -$33.4K 0.32% 71
2024
Q1 		$4.56M Sell
39,579
-1,379
-3% -$156K 0.36% 68
2023
Q4 		$4.48M Buy
40,958
+1,260
+3% +$130K 0.41% 61
2023
Q3 		$4.03M Sell
39,698
-751
-2% -$78.8K 0.43% 64
2023
Q2 		$4.2M Buy
40,449
+400
+1% +$40.7K 0.46% 56
2023
Q1 		$4.05M Sell
40,049
-119
-0.3% -$12.2K 0.5% 51
2022
Q4 		$4.13M Buy
40,168
+207
+0.5% +$20.8K 0.63% 34
2022
Q3 		$3.59M Sell
39,961
-4,157
-9% -$408K 0.82% 23
2022
Q2 		$4.24M Sell
44,118
-10,502
-19% -$1.08M 1.09% 15
2022
Q1 		$5.86M Sell
54,620
-4,232
-7% -$449K 1.49% 13
2021
Q4 		$6.29M Buy
+58,852
New +$6.09M 1.76% 12

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
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

EverSource Wealth Advisors's MGV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 46% in Q2 2026, selling an estimated $3.54M and leaving 26,737 shares worth $4.37M. The position accounts for 0.15% of the portfolio, ranked #132.

EverSource Wealth Advisors first reported a position in MGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.19M in Q1 2026. 602 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • EverSource Wealth Advisors held 26,737 shares of Vanguard Morningstar Mega Cap Value ETF worth $4.37M as of Q2 2026.
  • EverSource Wealth Advisors sold 22,834 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $3.54M.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.15% of EverSource Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $7.19M in Q1 2026.
  • 602 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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