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Morton Capital Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Morton Capital Management’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 		$234K Buy
+1,430
New +$222K 0.03% 142
2024
Q3 		– Sell
-2,351
Closed -$279K – 114
2024
Q2 		$279K Buy
+2,351
New +$276K 0.07% 77

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

Morton Capital Management's MGV Position: Q2 2026 in Review

Morton Capital Management opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,430 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: Morton Capital Management previously reported a position in MGV as recently as Q2 2024.

Morton Capital Management first reported a position in MGV in Q2 2024 and has held it in 2 quarters since. The position peaked at $279K in Q2 2024. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Morton Capital Management held 1,430 shares of Vanguard Morningstar Mega Cap Value ETF worth $234K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF was a new Morton Capital Management position in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #142 holding.
  • Morton Capital Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2024 and has held it in 2 quarters since.
  • Morton Capital Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $279K in Q2 2024.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.