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Prime Capital Investment Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Prime Capital Investment 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
2025
Q2 		– Sell
-4,726
Closed -$609K – 1054
2025
Q1 		$609K Buy
+4,726
New +$611K 0.01% 620
2024
Q2 		– Sell
-5,660
Closed -$676K – 993
2024
Q1 		$676K Buy
5,660
+249
+5% +$28.2K 0.01% 548
2023
Q4 		$592K Buy
5,411
+79
+1% +$8.16K 0.01% 539
2023
Q3 		$541K Sell
5,332
-109
-2% -$11.4K 0.01% 456
2023
Q2 		$565K Buy
5,441
+1,874
+53% +$191K 0.01% 452
2023
Q1 		$360K Sell
3,567
-3,721
-51% -$380K 0.01% 395
2022
Q4 		$750K Buy
7,288
+72
+1% +$7.24K 0.03% 271
2022
Q3 		$649K Sell
7,216
-7,572
-51% -$744K 0.04% 209
2022
Q2 		$1.42M Buy
14,788
+12,357
+508% +$1.27M 0.08% 150
2022
Q1 		$260K Hold
2,431
– – 0.01% 312
2021
Q4 		$260K Buy
+2,431
New +$251K 0.01% 312
2021
Q3 		– Sell
-2,312
Closed -$230K – 354
2021
Q2 		$230K Buy
+2,312
New +$230K 0.01% 339
2019
Q1 		– Sell
-3,511
Closed -$251K – 405
2018
Q4 		$251K Buy
+3,511
New +$268K 0.09% 112

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Prime Capital Investment Advisors's MGV Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2025, closing a stake of 4,726 shares — an estimated $609K sold.

Prime Capital Investment Advisors first reported a position in MGV in Q4 2018 and held it in 13 quarters. The position peaked at $1.42M in Q2 2022. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 4,726 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2025, an estimated $609K.
  • Prime Capital Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2018 and held it in 13 quarters.
  • Prime Capital Investment Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.42M in Q2 2022.
  • 495 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.