GRP
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Global Retirement Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Global Retirement 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 		$1.6M Buy
+9,773
New +$1.52M 0.02% 576
2025
Q4 		$1.58M Buy
11,177
+427
+4% +$59.4K 0.03% 506
2025
Q3 		$1.48M Sell
10,750
-432
-4% -$57.8K 0.03% 429
2025
Q2 		$1.47M Buy
+11,182
New +$1.4M 0.04% 404
2024
Q4 		$1.35M Sell
10,771
-413
-4% -$53.3K 0.04% 384
2024
Q3 		$1.43M Buy
11,184
+379
+4% +$46.8K 0.04% 356
2024
Q2 		$1.28M Sell
10,805
-96
-0.9% -$11.3K 0.04% 368
2024
Q1 		$1.3M Buy
10,901
+97
+0.9% +$11K 0.05% 314
2023
Q4 		$1.18M Sell
10,804
-158
-1% -$16.3K 0.05% 307
2023
Q3 		$1.09M Sell
10,962
-310
-3% -$32.5K 0.06% 288
2023
Q2 		$1.17M Sell
11,272
-27
-0.2% -$2.75K 0.06% 291
2023
Q1 		$1.14M Buy
11,299
+9,866
+688% +$1.01M 0.06% 282
2022
Q4 		$147K Buy
1,433
+255
+22% +$25.6K 0.01% 689
2022
Q3 		$119K Buy
1,178
+2
+0.2% +$196 0.01% 714
2022
Q2 		$113K Buy
1,176
+2
+0.2% +$205 0.01% 701
2022
Q1 		$120K Buy
+1,174
New +$125K 0.01% 702
2021
Q4 		– Sell
-1,137
Closed -$111K – 1180
2021
Q3 		$111K Hold
1,137
– – 0.01% 622
2021
Q2 		$113K Buy
1,137
+376
+49% +$37.3K 0.01% 603
2021
Q1 		$72K Buy
761
+1
+0.1% +$91 0.01% 656
2020
Q4 		$66K Hold
760
– – 0.01% 642
2020
Q3 		$58K Buy
760
+24
+3% +$1.84K 0.01% 603
2020
Q2 		$54K Buy
+736
New +$53.3K 0.01% 618
2018
Q1 		– Sell
-130
Closed -$10K – 1521
2017
Q4 		$10K Hold
130
– – ﹤0.01% 912
2017
Q3 		$9K Hold
130
– – ﹤0.01% 868
2017
Q2 		$9K Hold
130
– – ﹤0.01% 816
2017
Q1 		$9K Hold
130
– – 0.01% 780
2016
Q4 		$9K Buy
+130
New +$8.39K 0.01% 718

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

Global Retirement Partners's MGV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 9,773 shares worth $1.6M. The stake represents 0.02% of the portfolio and ranks #576 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MGV as recently as Q4 2025.

Global Retirement Partners first reported a position in MGV in Q4 2016 and has held it in 27 quarters since. 602 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Global Retirement Partners held 9,773 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.6M as of Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #576 holding.
  • Global Retirement Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2016 and has held it in 27 quarters since.
  • 602 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.