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

Prosperity Capital 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
2026 Q2	$1.22M	Sell	7,458 -4,887	-40%	-$758K	0.06%	173
2026 Q1	$1.79M	Buy	12,345 +5,412	+78%	+$802K	0.1%	126
2025 Q4	$979K	Buy	6,933 +4,816	+227%	+$670K	0.06%	174
2025 Q3	$292K	Hold	2,117	–	–	0.02%	352
2025 Q2	$278K	Hold	2,117	–	–	0.02%	339
2025 Q1	$272K	Hold	2,117	–	–	0.02%	310
2024 Q4	$264K	Buy	2,117 +42	+2%	+$5.42K	0.02%	299
2024 Q3	$266K	Buy	2,075 +108	+5%	+$13.3K	0.02%	297
2024 Q2	$233K	Sell	1,967 -239	-11%	-$28.1K	0.03%	285
2024 Q1	$264K	Buy	+2,206	New	+$250K	0.03%	281

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

Prosperity Capital Advisors's MGV Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 40% in Q2 2026, selling an estimated $758K and leaving 7,458 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #173.

Prosperity Capital Advisors first reported a position in MGV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.79M in Q1 2026. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Prosperity Capital Advisors held 7,458 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.22M as of Q2 2026.
Prosperity Capital Advisors sold 4,887 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $758K.
Vanguard Morningstar Mega Cap Value ETF made up 0.06% of Prosperity Capital Advisors's portfolio in Q2 2026, its #173 holding.
Prosperity Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Prosperity Capital Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.79M in Q1 2026.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.