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

Principle Wealth 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
2026
Q2 		$5.38M Sell
32,920
-175
-0.5% -$27.1K 0.27% 72
2026
Q1 		$4.8M Sell
33,095
-1,015
-3% -$150K 0.27% 73
2025
Q4 		$4.81M Sell
34,110
-540
-2% -$75.1K 0.27% 72
2025
Q3 		$4.77M Sell
34,650
-140
-0.4% -$18.7K 0.28% 73
2025
Q2 		$4.56M Buy
34,790
+255
+0.7% +$32K 0.29% 73
2025
Q1 		$4.45M Sell
34,535
-1,157
-3% -$150K 0.32% 73
2024
Q4 		$4.46M Buy
35,692
+5,382
+18% +$695K 0.31% 74
2024
Q3 		$3.89M Buy
30,310
+120
+0.4% +$14.8K 0.28% 87
2024
Q2 		$3.58M Buy
30,190
+215
+0.7% +$25.3K 0.27% 89
2024
Q1 		$3.58M Buy
29,975
+545
+2% +$61.7K 0.28% 86
2023
Q4 		$3.22M Buy
29,430
+1,885
+7% +$195K 0.28% 89
2023
Q3 		$2.79M Sell
27,545
-1,650
-6% -$173K 0.28% 87
2023
Q2 		$3.03M Sell
29,195
-475
-2% -$48.3K 0.3% 78
2023
Q1 		$3M Sell
29,670
-5,975
-17% -$611K 0.32% 73
2022
Q4 		$3.67M Buy
35,645
+1,525
+4% +$153K 0.42% 60
2022
Q3 		$3.07K Buy
34,120
+8,470
+33% +$832K 0.29% 59
2022
Q2 		$2.47M Buy
25,650
+8,860
+53% +$907K 0.3% 80
2022
Q1 		$1.8M Buy
16,790
+2,815
+20% +$299K 0.19% 98
2021
Q4 		$1.49M Hold
13,975
– – 0.16% 105
2021
Q3 		$1.37M Hold
13,975
– – 0.16% 110
2021
Q2 		$1.39M Sell
13,975
-600
-4% -$59.6K 0.16% 110
2021
Q1 		$1.39M Sell
14,575
-2,447
-14% -$223K 0.16% 108
2020
Q4 		$1.48M Buy
+17,022
New +$1.4M 0.19% 99

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principle Wealth Partners's MGV Position: Q2 2026 in Review

Principle Wealth Partners reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.53% in Q2 2026, selling an estimated $27.1K and leaving 32,920 shares worth $5.38M. The position accounts for 0.27% of the portfolio, ranked #72.

Principle Wealth Partners first reported a position in MGV in Q4 2020 and has held it in 23 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Principle Wealth Partners held 32,920 shares of Vanguard Morningstar Mega Cap Value ETF worth $5.38M as of Q2 2026.
  • Principle Wealth Partners sold 175 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $27.1K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.27% of Principle Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Principle Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.