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Richards, Merrill & Peterson’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Richards, Merrill & Peterson’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 		$61.3K Hold
375
– – 0.02% 235
2026
Q1 		$54.4K Hold
375
– – 0.02% 225
2025
Q4 		$52.9K Buy
+375
New +$52.1K 0.02% 215

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Richards, Merrill & Peterson's MGV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 375 shares worth $61.3K. The position accounts for 0.02% of the portfolio, ranked #235.

Richards, Merrill & Peterson first reported a position in MGV in Q4 2025 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Richards, Merrill & Peterson held 375 shares of Vanguard Morningstar Mega Cap Value ETF worth $61.3K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #235 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.