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

Private Wealth 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	$1.2M	Hold	7,354	–	–	0.46%	30
2026 Q1	$1.07M	Hold	7,354	–	–	0.5%	30
2025 Q4	$1.04M	Hold	7,354	–	–	0.5%	31
2025 Q3	$1.01M	Hold	7,354	–	–	0.5%	30
2025 Q2	$965K	Hold	7,354	–	–	0.51%	28
2025 Q1	$947K	Hold	7,354	–	–	0.56%	27
2024 Q4	$919K	Hold	7,354	–	–	0.45%	34
2024 Q3	$943K	Hold	7,354	–	–	0.47%	32
2024 Q2	$871K	Hold	7,354	–	–	0.46%	32
2024 Q1	$879K	Hold	7,354	–	–	0.46%	34
2023 Q4	$804K	Hold	7,354	–	–	0.46%	32
2023 Q3	$746K	Hold	7,354	–	–	0.49%	31
2023 Q2	$763K	Hold	7,354	–	–	0.79%	31
2023 Q1	$743K	Hold	7,354	–	–	1.02%	31
2022 Q4	$756K	Buy	+7,354	New	+$740K	1.07%	29

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

Private Wealth Group's MGV Position: Q2 2026 in Review

Private Wealth Group held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 7,354 shares worth $1.2M. The position accounts for 0.46% of the portfolio, ranked #30.

Private Wealth Group first reported a position in MGV in Q4 2022 and has held it in 15 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Private Wealth Group held 7,354 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.2M as of Q2 2026.
Private Wealth Group left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.46% of Private Wealth Group's portfolio in Q2 2026, its #30 holding.
Private Wealth Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.