Prestige Wealth Management Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Prestige Wealth Management Group’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	$461K	Hold	2,822	–	–	0.08%	113
2026 Q1	$409K	Hold	2,822	–	–	0.08%	117
2025 Q4	$398K	Hold	2,822	–	–	0.08%	120
2025 Q3	$391K	Hold	2,822	–	–	0.08%	128
2025 Q2	$372K	Hold	2,822	–	–	0.08%	125
2025 Q1	$364K	Hold	2,822	–	–	0.08%	119
2024 Q4	$352K	Hold	2,822	–	–	0.07%	125
2024 Q3	$362K	Hold	2,822	–	–	0.07%	123
2024 Q2	$336K	Hold	2,822	–	–	0.07%	111
2024 Q1	$337K	Hold	2,822	–	–	0.07%	119
2023 Q4	$309K	Hold	2,822	–	–	0.07%	115
2023 Q3	$286K	Hold	2,822	–	–	0.07%	113
2023 Q2	$293K	Hold	2,822	–	–	0.07%	120
2023 Q1	$285K	Hold	2,822	–	–	0.07%	126
2022 Q4	$290K	Sell	2,822 -111	-4%	-$11.2K	0.08%	113
2022 Q3	$266K	Hold	2,933	–	–	0.07%	116
2022 Q2	$282K	Hold	2,933	–	–	0.08%	114
2022 Q1	$315K	Hold	2,933	–	–	0.08%	110
2021 Q4	$313K	Hold	2,933	–	–	0.07%	108
2021 Q3	$287K	Hold	2,933	–	–	0.07%	109
2021 Q2	$292K	Hold	2,933	–	–	0.08%	99
2021 Q1	$279K	Hold	2,933	–	–	0.08%	98
2020 Q4	$255K	Hold	2,933	–	–	0.07%	104
2020 Q3	$225K	Hold	2,933	–	–	0.07%	106
2020 Q2	$215K	Sell	2,933 -578	-16%	-$41.8K	0.08%	92
2020 Q1	$232K	Sell	3,511 -119	-3%	-$9.52K	0.1%	75
2019 Q4	$316K	Hold	3,630	–	–	0.17%	90
2019 Q3	$296K	Hold	3,630	–	–	0.17%	91
2019 Q2	$293K	Hold	3,630	–	–	0.18%	89
2019 Q1	$283K	Hold	3,630	–	–	0.17%	99
2018 Q4	$259K	Buy	+3,630	New	+$277K	0.19%	93

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

Prestige Wealth Management Group's MGV Position: Q2 2026 in Review

Prestige Wealth Management Group held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 2,822 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #113.

Prestige Wealth Management Group first reported a position in MGV in Q4 2018 and has held it in 31 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Prestige Wealth Management Group held 2,822 shares of Vanguard Morningstar Mega Cap Value ETF worth $461K as of Q2 2026.
Prestige Wealth Management Group left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.08% of Prestige Wealth Management Group's portfolio in Q2 2026, its #113 holding.
Prestige Wealth Management Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.