Peak Retirement Planning’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Peak Retirement Planning’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	$222K	Buy	+1,361	New	+$211K	0.04%	173

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

Peak Retirement Planning's MGV Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,361 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #173 among its holdings.

599 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Peak Retirement Planning held 1,361 shares of Vanguard Morningstar Mega Cap Value ETF worth $222K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Peak Retirement Planning position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #173 holding.
599 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.