HHCP
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Hilton Head Capital Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Hilton Head Capital 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 		– Sell
-18
Closed -$2.61K – 984
2026
Q1 		$2.61K Hold
18
– – ﹤0.01% 768
2025
Q4 		$2.54K Buy
+18
New +$2.5K ﹤0.01% 731

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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

Hilton Head Capital Partners's MGV Position: Q2 2026 in Review

Hilton Head Capital Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 18 shares — an estimated $2.61K sold.

Hilton Head Capital Partners first reported a position in MGV in Q4 2025 and held it in 2 quarters. The position peaked at $2.61K in Q1 2026. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Hilton Head Capital Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Hilton Head Capital Partners sold 18 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $2.61K.
  • Hilton Head Capital Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Hilton Head Capital Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $2.61K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.