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NewEdge Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

NewEdge Advisors’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 		$1.78M Buy
10,863
+1,717
+19% +$266K 0.01% 1285
2026
Q1 		$1.33M Sell
9,146
-3,146
-26% -$466K ﹤0.01% 1331
2025
Q4 		$1.74M Buy
12,292
+1,687
+16% +$235K 0.01% 1151
2025
Q3 		$1.46M Sell
10,605
-1,562
-13% -$209K 0.01% 1175
2025
Q2 		$1.6M Buy
12,167
+570
+5% +$71.5K 0.01% 1042
2025
Q1 		$1.49M Sell
11,597
-802
-6% -$104K 0.01% 991
2024
Q4 		$1.55M Buy
12,399
+909
+8% +$117K 0.01% 945
2024
Q3 		$1.47M Sell
11,490
-596
-5% -$73.6K 0.01% 929
2024
Q2 		$1.43M Buy
12,086
+379
+3% +$44.6K 0.01% 905
2024
Q1 		$1.4M Sell
11,707
-20,127
-63% -$2.28M 0.01% 837
2023
Q4 		$3.52M Buy
31,834
+29,485
+1,255% +$3.05M 0.03% 455
2023
Q3 		$238K Sell
2,349
-577
-20% -$60.5K ﹤0.01% 1552
2023
Q2 		$304K Buy
2,926
+139
+5% +$14.1K ﹤0.01% 1447
2023
Q1 		$282K Sell
2,787
-130
-4% -$13.3K ﹤0.01% 1400
2022
Q4 		$228K Buy
+2,917
New +$293K 0.01% 1131
2022
Q3 		– Sell
-2,267
Closed -$218K – 1610
2022
Q2 		$218K Buy
+2,267
New +$232K ﹤0.01% 1360
2022
Q1 		– Sell
-2,522
Closed -$269K – 1432
2021
Q4 		$269K Buy
2,522
+36
+1% +$3.72K ﹤0.01% 1377
2021
Q3 		$243K Sell
2,486
-75
-3% -$7.57K 0.01% 972
2021
Q2 		$255K Buy
2,561
+46
+2% +$4.57K 0.01% 967
2021
Q1 		$239K Buy
+2,515
New +$229K 0.01% 885

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

NewEdge Advisors's MGV Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 19% in Q2 2026, buying an estimated $266K and bringing the position to 10,863 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #1285.

NewEdge Advisors first reported a position in MGV in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.52M in Q4 2023. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • NewEdge Advisors held 10,863 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.78M as of Q2 2026.
  • NewEdge Advisors bought 1,717 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $266K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1285 holding.
  • NewEdge Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • NewEdge Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $3.52M in Q4 2023.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.