HUB Investment Partners’s Vanguard 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 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HUB Investment Partners's MGV Position: Q1 2026 in Review

HUB Investment Partners increased its Vanguard Mega Cap Value ETF (MGV) stake by 1,101% in Q1 2026, buying an estimated $4.35M and bringing the position to 32,025 shares worth $4.64M. The position accounts for 0.11% of the portfolio, ranked #164.

HUB Investment Partners first reported a position in MGV in Q4 2023 and has held it in 10 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

HUB Investment Partners held 32,025 shares of Vanguard Mega Cap Value ETF worth $4.64M as of Q1 2026.
HUB Investment Partners bought 29,359 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $4.35M.
Vanguard Mega Cap Value ETF made up 0.11% of HUB Investment Partners's portfolio in Q1 2026, its #164 holding.
HUB Investment Partners first reported a position in Vanguard Mega Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.