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Marks Wealth’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Marks Wealth’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
-5,231
Closed -$721K – 27
2025
Q3 		$721K Buy
+5,231
New +$700K 0.22% 14

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marks Wealth's MGV Position: Q4 2025 in Review

Marks Wealth sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2025, closing a stake of 5,231 shares — an estimated $721K sold.

Marks Wealth first reported a position in MGV in Q3 2025 and held it in 1 quarter. The position peaked at $721K in Q3 2025. 543 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

  • Marks Wealth reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Marks Wealth sold 5,231 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $721K.
  • Marks Wealth first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Marks Wealth's Vanguard Morningstar Mega Cap Value ETF position peaked at $721K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on Marks Wealth's 13F filing for Q4 2025, filed 2 Feb 2026.