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HUB Investment Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

HUB Investment 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 		$5.23M Sell
32,004
-21
-0.1% -$3.26K 0.09% 171
2026
Q1 		$4.64M Buy
32,025
+29,359
+1,101% +$4.35M 0.11% 164
2025
Q4 		$376K Sell
2,666
-10
-0.4% -$1.39K 0.01% 584
2025
Q3 		$369K Sell
2,676
-230
-8% -$30.8K 0.01% 487
2025
Q2 		$381K Buy
2,906
+214
+8% +$26.8K 0.01% 451
2025
Q1 		$347K Sell
2,692
-12
-0.4% -$1.55K 0.01% 410
2024
Q4 		$338K Hold
2,704
– – 0.01% 376
2024
Q3 		$347K Hold
2,704
– – 0.02% 357
2024
Q2 		$320K Buy
2,704
+229
+9% +$26.9K 0.01% 355
2024
Q1 		$296K Buy
2,475
+400
+19% +$45.3K 0.02% 363
2023
Q4 		$227K Buy
+2,075
New +$214K 0.02% 359

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 22.9% 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

HUB Investment Partners's MGV Position: Q2 2026 in Review

HUB Investment Partners reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.07% in Q2 2026, selling an estimated $3.26K and leaving 32,004 shares worth $5.23M. The position accounts for 0.09% of the portfolio, ranked #171.

HUB Investment Partners first reported a position in MGV in Q4 2023 and has held it in 11 quarters since. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • HUB Investment Partners held 32,004 shares of Vanguard Morningstar Mega Cap Value ETF worth $5.23M as of Q2 2026.
  • HUB Investment Partners sold 21 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $3.26K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.09% of HUB Investment Partners's portfolio in Q2 2026, its #171 holding.
  • HUB Investment Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.