Noble Wealth Management PBC’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Noble Wealth Management PBC’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	$655K	Sell	4,005 -803	-17%	-$125K	0.29%	88
2026 Q1	$697K	Sell	4,808 -173	-3%	-$25.6K	0.35%	72
2025 Q4	$703K	Sell	4,981 -768	-13%	-$107K	0.35%	67
2025 Q3	$792K	Buy	+5,749	New	+$769K	0.42%	63
2025 Q1	$1.77M	Sell	13,774 -919	-6%	-$119K	1.21%	23
2024 Q4	$1.84M	Buy	+14,693	New	+$1.9M	1.27%	25

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Noble Wealth Management PBC's MGV Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 17% in Q2 2026, selling an estimated $125K and leaving 4,005 shares worth $655K. The position accounts for 0.29% of the portfolio, ranked #88.

Noble Wealth Management PBC first reported a position in MGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2024. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Noble Wealth Management PBC held 4,005 shares of Vanguard Morningstar Mega Cap Value ETF worth $655K as of Q2 2026.
Noble Wealth Management PBC sold 803 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $125K.
Vanguard Morningstar Mega Cap Value ETF made up 0.29% of Noble Wealth Management PBC's portfolio in Q2 2026, its #88 holding.
Noble Wealth Management PBC first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.84M in Q4 2024.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.