PWMG
MGV icon

Prestige Wealth Management Group’s Vanguard 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
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
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

Prestige Wealth Management Group's MGV Position: Q1 2026 in Review

Prestige Wealth Management Group held its Vanguard Mega Cap Value ETF (MGV) position steady in Q1 2026 at 2,822 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #117.

Prestige Wealth Management Group first reported a position in MGV in Q4 2018 and has held it in 30 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Prestige Wealth Management Group held 2,822 shares of Vanguard Mega Cap Value ETF worth $409K as of Q1 2026.
  • Prestige Wealth Management Group left its Vanguard Mega Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap Value ETF made up 0.08% of Prestige Wealth Management Group's portfolio in Q1 2026, its #117 holding.
  • Prestige Wealth Management Group first reported a position in Vanguard Mega Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.