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&Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

&Partners’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 		$3.87M Sell
23,698
-1,105
-4% -$171K 0.02% 698
2026
Q1 		$3.6M Buy
24,803
+79
+0.3% +$11.7K 0.02% 646
2025
Q4 		$3.49M Buy
24,724
+9,431
+62% +$1.31M 0.02% 625
2025
Q3 		$2.11M Buy
15,293
+4,154
+37% +$556K 0.01% 728
2025
Q2 		$1.46M Sell
11,139
-246
-2% -$30.8K 0.01% 801
2025
Q1 		$1.45M Buy
11,385
+8,411
+283% +$1.09M 0.02% 670
2024
Q4 		$371K Sell
2,974
-882
-23% -$114K ﹤0.01% 1219
2024
Q3 		$495K Sell
3,856
-1,130
-23% -$140K 0.01% 876
2024
Q2 		$591K Buy
4,986
+1,402
+39% +$165K 0.03% 485
2024
Q1 		$428K Buy
+3,584
New +$406K 0.06% 299

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

&Partners's MGV Position: Q2 2026 in Review

&Partners reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 4.5% in Q2 2026, selling an estimated $171K and leaving 23,698 shares worth $3.87M. The position accounts for 0.02% of the portfolio, ranked #698.

&Partners first reported a position in MGV in Q1 2024 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • &Partners held 23,698 shares of Vanguard Morningstar Mega Cap Value ETF worth $3.87M as of Q2 2026.
  • &Partners sold 1,105 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $171K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #698 holding.
  • &Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.