Focus Partners Advisor Solutions’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Focus Partners Advisor Solutions’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	$311K	Hold	1,904	–	–	﹤0.01%	996
2026 Q1	$276K	Sell	1,904 -1,903	-50%	-$282K	﹤0.01%	1010
2025 Q4	$537K	Buy	+3,807	New	+$529K	0.01%	694

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

Focus Partners Advisor Solutions's MGV Position: Q2 2026 in Review

Focus Partners Advisor Solutions held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 1,904 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Focus Partners Advisor Solutions first reported a position in MGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $537K in Q4 2025. 602 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Focus Partners Advisor Solutions held 1,904 shares of Vanguard Morningstar Mega Cap Value ETF worth $311K as of Q2 2026.
Focus Partners Advisor Solutions 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 Focus Partners Advisor Solutions's portfolio in Q2 2026, its #996 holding.
Focus Partners Advisor Solutions first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
Focus Partners Advisor Solutions's Vanguard Morningstar Mega Cap Value ETF position peaked at $537K in Q4 2025.
602 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.