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&Partners’s Vanguard 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
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 $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

&Partners's MGV Position: Q1 2026 in Review

&Partners increased its Vanguard Mega Cap Value ETF (MGV) stake by 0.32% in Q1 2026, buying an estimated $11.7K and bringing the position to 24,803 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #646.

&Partners first reported a position in MGV in Q1 2024 and has held it in 9 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • &Partners held 24,803 shares of Vanguard Mega Cap Value ETF worth $3.6M as of Q1 2026.
  • &Partners bought 79 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $11.7K.
  • Vanguard Mega Cap Value ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #646 holding.
  • &Partners first reported a position in Vanguard Mega Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.