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 Q3	$1.18M	Hold	7,354	–	–	0.45%	25
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 $59.5B AUM 15.92% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Private Wealth Group's MGV Position: Q3 2026 in Review

Private Wealth Group held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q3 2026 at 7,354 shares worth $1.18M. The position accounts for 0.45% of the portfolio, ranked #25.

Private Wealth Group first reported a position in MGV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.2M in Q2 2026. 231 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Private Wealth Group held 7,354 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.18M as of Q3 2026.
Private Wealth Group left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.45% of Private Wealth Group's portfolio in Q3 2026, its #25 holding.
Private Wealth Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
Private Wealth Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.2M in Q2 2026.
231 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.