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

Kovitz Investment Group 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
2025
Q4 		– Sell
-2,189
Closed -$302K – 978
2025
Q3 		$302K Hold
2,189
– – ﹤0.01% 1201
2025
Q2 		$287K Buy
2,189
+10
+0.5% +$1.25K ﹤0.01% 1154
2025
Q1 		$281K Hold
2,179
– – ﹤0.01% 1074
2024
Q4 		$272K Sell
2,179
-10
-0.5% -$1.29K ﹤0.01% 1068
2024
Q3 		$281K Sell
2,189
-201
-8% -$24.8K ﹤0.01% 887
2024
Q2 		$283K Hold
2,390
– – ﹤0.01% 740
2024
Q1 		$286K Sell
2,390
-90
-4% -$10.2K ﹤0.01% 590
2023
Q4 		$271K Sell
2,480
-225
-8% -$23.3K ﹤0.01% 370
2023
Q3 		$274K Hold
2,705
– – ﹤0.01% 361
2023
Q2 		$281K Hold
2,705
– – ﹤0.01% 373
2023
Q1 		$273K Buy
+2,705
New +$276K ﹤0.01% 378
2022
Q4 		– Sell
-2,845
Closed -$256K – 396
2022
Q3 		$256K Sell
2,845
-325
-10% -$31.9K 0.01% 368
2022
Q2 		$305K Sell
3,170
-444
-12% -$45.5K 0.01% 367
2022
Q1 		$388K Sell
3,614
-6,506
-64% -$690K 0.01% 360
2021
Q4 		$879K Sell
10,120
-17,253
-63% -$1.78M 0.02% 295
2021
Q3 		$2.68M Sell
27,373
-727
-3% -$73.4K 0.05% 205
2021
Q2 		$2.8M Buy
28,100
+18,390
+189% +$1.83M 0.06% 210
2021
Q1 		$924K Sell
9,710
-410
-4% -$37.3K 0.02% 288
2020
Q4 		$879K Sell
10,120
-6,305
-38% -$517K 0.02% 289
2020
Q3 		$1.26M Sell
16,425
-9,590
-37% -$736K 0.04% 240
2020
Q2 		$1.91M Sell
26,015
-20,450
-44% -$1.48M 0.06% 190
2020
Q1 		$3.07M Sell
46,465
-730
-2% -$58.4K 0.11% 131
2019
Q4 		$4.11M Sell
47,195
-110
-0.2% -$9.22K 0.12% 125
2019
Q3 		$3.85M Sell
47,305
-200
-0.4% -$16.1K 0.12% 131
2019
Q2 		$3.82M Sell
47,505
-370
-0.8% -$29.3K 0.12% 128
2019
Q1 		$3.74M Buy
+47,875
New +$3.66M 0.12% 131

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Ameriprise
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's MGV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2025, closing a stake of 2,189 shares — an estimated $302K sold.

Kovitz Investment Group Partners first reported a position in MGV in Q1 2019 and held it in 26 quarters. The position peaked at $4.11M in Q4 2019. 545 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,189 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $302K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2019 and held it in 26 quarters.
  • Kovitz Investment Group Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $4.11M in Q4 2019.
  • 545 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.