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

Ritholtz 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
2026 Q2	$449K	Hold	2,748	–	–	0.01%	894
2026 Q1	$398K	Sell	2,748 -117	-4%	-$17.3K	0.01%	871
2025 Q4	$404K	Hold	2,865	–	–	0.01%	789
2025 Q3	$395K	Hold	2,865	–	–	0.01%	746
2025 Q2	$376K	Hold	2,865	–	–	0.01%	724
2025 Q1	$369K	Hold	2,865	–	–	0.01%	681
2024 Q4	$358K	Hold	2,865	–	–	0.01%	655
2024 Q3	$368K	Sell	2,865 -630	-18%	-$77.8K	0.01%	651
2024 Q2	$414K	Buy	+3,495	New	+$411K	0.01%	574

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

Ritholtz Wealth Management's MGV Position: Q2 2026 in Review

Ritholtz Wealth Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 2,748 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #894.

Ritholtz Wealth Management first reported a position in MGV in Q2 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Ritholtz Wealth Management held 2,748 shares of Vanguard Morningstar Mega Cap Value ETF worth $449K as of Q2 2026.
Ritholtz Wealth Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #894 holding.
Ritholtz Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.