PWM
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Prosperity Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Prosperity Wealth Management’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
Q4 		$321K Buy
2,274
+119
+6% +$16.5K 0.11% 187
2025
Q3 		$297K Sell
2,155
-79
-4% -$10.6K 0.1% 187
2025
Q2 		$293K Buy
2,234
+40
+2% +$5.02K 0.11% 179
2025
Q1 		$283K Buy
2,194
+159
+8% +$20.6K 0.13% 159
2024
Q4 		$254K Buy
2,035
+17
+0.8% +$2.19K 0.1% 170
2024
Q3 		$259K Buy
2,018
+115
+6% +$14.2K 0.1% 150
2024
Q2 		$226K Buy
1,903
+96
+5% +$11.3K 0.11% 156
2024
Q1 		$216K Buy
+1,807
New +$205K 0.1% 140

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prosperity Wealth Management's MGV Position: Q4 2025 in Review

Prosperity Wealth Management increased its Vanguard Mega Cap Value ETF (MGV) stake by 5.5% in Q4 2025, buying an estimated $16.5K and bringing the position to 2,274 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #187.

Prosperity Wealth Management first reported a position in MGV in Q1 2024 and has held it in 8 quarters since. 542 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

  • Prosperity Wealth Management held 2,274 shares of Vanguard Mega Cap Value ETF worth $321K as of Q4 2025.
  • Prosperity Wealth Management bought 119 Vanguard Mega Cap Value ETF shares in Q4 2025, an estimated $16.5K.
  • Vanguard Mega Cap Value ETF made up 0.11% of Prosperity Wealth Management's portfolio in Q4 2025, its #187 holding.
  • Prosperity Wealth Management first reported a position in Vanguard Mega Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 542 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.