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

Private 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
2025
Q3 		– Sell
-16
Closed -$2.1K – 1518
2025
Q2 		$2.1K Hold
16
– – ﹤0.01% 1071
2025
Q1 		$2.06K Buy
+16
New +$2.07K ﹤0.01% 1042

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Wealth Management Group's MGV Position: Q3 2025 in Review

Private Wealth Management Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2025, closing a stake of 16 shares — an estimated $2.1K sold.

Private Wealth Management Group first reported a position in MGV in Q1 2025 and held it in 2 quarters. The position peaked at $2.1K in Q2 2025. 507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

  • Private Wealth Management Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 16 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2025, an estimated $2.1K.
  • Private Wealth Management Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • Private Wealth Management Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $2.1K in Q2 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.