Plante Moran Financial Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Plante Moran Financial Advisors’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	$5.07K	Hold	31	–	–	﹤0.01%	640
2026 Q1	$4.49K	Hold	31	–	–	﹤0.01%	578
2025 Q4	$4.38K	Hold	31	–	–	﹤0.01%	648
2025 Q3	$4.27K	Hold	31	–	–	﹤0.01%	616
2025 Q2	$4.07K	Hold	31	–	–	﹤0.01%	642
2025 Q1	$3.99K	Buy	+31	New	+$4.01K	﹤0.01%	655
2022 Q4	–	Sell	-107	Closed	-$10K	–	929
2022 Q3	$10K	Buy	+107	New	+$10.5K	﹤0.01%	582

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

Plante Moran Financial Advisors's MGV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 31 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Plante Moran Financial Advisors first reported a position in MGV in Q3 2022 and has held it in 7 quarters since. The position peaked at $10K in Q3 2022. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Plante Moran Financial Advisors held 31 shares of Vanguard Morningstar Mega Cap Value ETF worth $5.07K as of Q2 2026.
Plante Moran Financial Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #640 holding.
Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2022 and has held it in 7 quarters since.
Plante Moran Financial Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $10K in Q3 2022.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.