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

Fifth Third 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	$238K	Hold	1,458	–	–	0.01%	836
2026 Q1	$211K	Buy	1,458 +27	+2%	+$4K	0.01%	774
2025 Q4	$202K	Sell	1,431 -30	-2%	-$4.17K	0.01%	763
2025 Q3	$201K	Sell	1,461 -449	-24%	-$60.1K	0.01%	747
2025 Q2	$251K	Buy	+1,910	New	+$240K	0.01%	605
2025 Q1	–	Sell	-2,438	Closed	-$305K	–	735
2024 Q4	$305K	Buy	+2,438	New	+$315K	0.02%	479

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

Fifth Third Wealth Advisors's MGV Position: Q2 2026 in Review

Fifth Third Wealth Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 1,458 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #836.

Fifth Third Wealth Advisors first reported a position in MGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $305K in Q4 2024. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Fifth Third Wealth Advisors held 1,458 shares of Vanguard Morningstar Mega Cap Value ETF worth $238K as of Q2 2026.
Fifth Third Wealth Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #836 holding.
Fifth Third Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Fifth Third Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $305K in Q4 2024.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.