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Maloon Powers Pitre Higgins & Dennehy’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Maloon Powers Pitre Higgins & Dennehy’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 		$271K Buy
+1,656
New +$257K 0.09% 125

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

Maloon Powers Pitre Higgins & Dennehy's MGV Position: Q2 2026 in Review

Maloon Powers Pitre Higgins & Dennehy opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,656 shares worth $271K. The stake represents 0.09% of the portfolio and ranks #125 among its holdings.

599 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Maloon Powers Pitre Higgins & Dennehy held 1,656 shares of Vanguard Morningstar Mega Cap Value ETF worth $271K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF was a new Maloon Powers Pitre Higgins & Dennehy position in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.09% of Maloon Powers Pitre Higgins & Dennehy's portfolio in Q2 2026, its #125 holding.
  • 599 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Maloon Powers Pitre Higgins & Dennehy's 13F filing for Q2 2026, filed 14 Aug 2026.