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

PrairieView 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
2025 Q2	$339K	Hold	2,587	–	–	0.03%	102
2025 Q1	$333K	Hold	2,587	–	–	0.03%	101
2024 Q4	$323K	Hold	2,587	–	–	0.03%	104
2024 Q3	$331K	Hold	2,587	–	–	0.03%	104
2024 Q2	$306K	Hold	2,587	–	–	0.03%	115
2024 Q1	$310K	Hold	2,587	–	–	0.04%	100
2023 Q4	$283K	Hold	2,587	–	–	0.03%	98
2023 Q3	$262K	Hold	2,587	–	–	0.04%	93
2023 Q2	$268K	Hold	2,587	–	–	0.04%	99
2023 Q1	$261K	Hold	2,587	–	–	0.04%	98
2022 Q4	$266K	Hold	2,587	–	–	0.04%	94
2022 Q3	$233K	Hold	2,587	–	–	0.04%	93
2022 Q2	$249K	Sell	2,587 -7	-0.3%	-$717	0.04%	95
2022 Q1	$278K	Hold	2,594	–	–	0.04%	90
2021 Q4	$277K	Sell	2,594 -10	-0.4%	-$1.03K	0.04%	87
2021 Q3	$255K	Hold	2,604	–	–	0.04%	84
2021 Q2	$259K	Hold	2,604	–	–	0.04%	82
2021 Q1	$248K	Hold	2,604	–	–	0.04%	81
2020 Q4	$226K	Hold	2,604	–	–	0.04%	80
2020 Q3	$200K	Hold	2,604	–	–	0.04%	77
2020 Q2	$191K	Hold	2,604	–	–	0.04%	75
2020 Q1	$172K	Hold	2,604	–	–	0.04%	82
2019 Q4	$227K	Hold	2,604	–	–	0.05%	78
2019 Q3	$212K	Buy	+2,604	New	+$209K	0.05%	80

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PrairieView Partners's MGV Position: Q2 2025 in Review

PrairieView Partners held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2025 at 2,587 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #102.

PrairieView Partners first reported a position in MGV in Q3 2019 and has held it in 24 quarters since. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

PrairieView Partners held 2,587 shares of Vanguard Morningstar Mega Cap Value ETF worth $339K as of Q2 2025.
PrairieView Partners left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2025.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of PrairieView Partners's portfolio in Q2 2025, its #102 holding.
PrairieView Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2019 and has held it in 24 quarters since.
495 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.