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

NewEdge 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
2026
Q2 		$517K Buy
3,164
+11
+0.3% +$1.71K 0.01% 847
2026
Q1 		$457K Buy
3,153
+14
+0.4% +$2.07K 0.01% 838
2025
Q4 		$443K Buy
+3,139
New +$436K 0.01% 893

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 Wealth's MGV Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.35% in Q2 2026, buying an estimated $1.71K and bringing the position to 3,164 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #847.

NewEdge Wealth first reported a position in MGV in Q4 2025 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • NewEdge Wealth held 3,164 shares of Vanguard Morningstar Mega Cap Value ETF worth $517K as of Q2 2026.
  • NewEdge Wealth bought 11 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $1.71K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #847 holding.
  • NewEdge Wealth first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.