Northwestern Mutual Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.7M Sell
89,888
-1,462
-2% -$227K 0.01% 534
2026
Q1
$13.2M Buy
91,350
+5,116
+6% +$758K 0.01% 533
2025
Q4
$12.2M Sell
86,234
-4,943
-5% -$687K 0.01% 523
2025
Q3
$12.6M Buy
91,177
+34,668
+61% +$4.64M 0.01% 498
2025
Q2
$7.41M Sell
56,509
-5,890
-9% -$739K 0.01% 573
2025
Q1
$8.04M Sell
62,399
-11,942
-16% -$1.54M 0.01% 534
2024
Q4
$9.29M Buy
74,341
+6,783
+10% +$875K 0.01% 481
2024
Q3
$8.67M Buy
67,558
+46,815
+226% +$5.78M 0.01% 485
2024
Q2
$2.46M Buy
20,743
+7,707
+59% +$906K ﹤0.01% 749
2024
Q1
$1.56M Buy
13,036
+2,008
+18% +$227K ﹤0.01% 868
2023
Q4
$1.21M Sell
11,028
-2,810
-20% -$290K ﹤0.01% 914
2023
Q3
$1.4M Sell
13,838
-947
-6% -$99.3K ﹤0.01% 827
2023
Q2
$1.53M Sell
14,785
-150
-1% -$15.3K ﹤0.01% 793
2023
Q1
$1.51M Buy
14,935
+1,493
+11% +$153K ﹤0.01% 773
2022
Q4
$1.38M Buy
13,442
+8,050
+149% +$810K ﹤0.01% 773
2022
Q3
$485K Sell
5,392
-158
-3% -$15.5K ﹤0.01% 1051
2022
Q2
$534K Sell
5,550
-2,787
-33% -$285K ﹤0.01% 1021
2022
Q1
$894K Buy
8,337
+3,719
+81% +$395K ﹤0.01% 888
2021
Q4
$493K Sell
4,618
-2,737
-37% -$283K ﹤0.01% 1081
2021
Q3
$719K Buy
7,355
+140
+2% +$14.1K ﹤0.01% 862
2021
Q2
$719K Sell
7,215
-2,150
-23% -$214K ﹤0.01% 858
2021
Q1
$892K Buy
9,365
+5,767
+160% +$525K ﹤0.01% 747
2020
Q4
$312K Buy
3,598
+760
+27% +$62.3K ﹤0.01% 988
2020
Q3
$218K Sell
2,838
-1,377
-33% -$106K ﹤0.01% 999
2020
Q2
$309K Buy
4,215
+1,518
+56% +$110K ﹤0.01% 837
2020
Q1
$178K Sell
2,697
-358
-12% -$28.6K ﹤0.01% 922
2019
Q4
$266K Hold
3,055
﹤0.01% 845
2019
Q3
$249K Sell
3,055
-703
-19% -$56.5K ﹤0.01% 822
2019
Q2
$303K Buy
3,758
+653
+21% +$51.7K ﹤0.01% 762
2019
Q1
$242K Buy
3,105
+704
+29% +$53.8K ﹤0.01% 803
2018
Q4
$172K Buy
2,401
+134
+6% +$10.2K ﹤0.01% 833
2018
Q3
$181K Hold
2,267
﹤0.01% 830
2018
Q2
$169K Buy
2,267
+826
+57% +$62.1K ﹤0.01% 814
2018
Q1
$107K Sell
1,441
-473
-25% -$36.5K ﹤0.01% 937
2017
Q4
$146K Buy
1,914
+440
+30% +$32.7K ﹤0.01% 816
2017
Q3
$106K Buy
1,474
+104
+8% +$7.32K ﹤0.01% 866
2017
Q2
$95K Buy
1,370
+103
+8% +$7.08K ﹤0.01% 895
2017
Q1
$87K Buy
1,267
+189
+18% +$12.9K ﹤0.01% 867
2016
Q4
$72K Buy
+1,078
New +$69.5K ﹤0.01% 916
2016
Q3
Sell
-828
Closed -$51K 986
2016
Q2
$51K Sell
828
-976
-54% -$59.1K ﹤0.01% 898
2016
Q1
$107K Buy
1,804
+788
+78% +$44.8K ﹤0.01% 681
2015
Q4
$60K Buy
+1,016
New +$60K ﹤0.01% 743
2015
Q3
Sell
-1,389
Closed -$83K 1770
2015
Q2
$83K Buy
+1,389
New +$84.9K ﹤0.01% 586

Other funds holding MGV

Northwestern Mutual Wealth Management's MGV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 1.6% in Q2 2026, selling an estimated $227K and leaving 89,888 shares worth $14.7M. The position accounts for 0.01% of the portfolio, ranked #534.

Northwestern Mutual Wealth Management first reported a position in MGV in Q2 2015 and has held it in 43 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Northwestern Mutual Wealth Management held 89,888 shares of Vanguard Morningstar Mega Cap Value ETF worth $14.7M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 1,462 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $227K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Northwestern Mutual Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2015 and has held it in 43 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.