Ritholtz Wealth Management’s Vanguard 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 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 $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ritholtz Wealth Management's MGV Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Vanguard Mega Cap Value ETF (MGV) stake by 4.1% in Q1 2026, selling an estimated $17.3K and leaving 2,748 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #871.

Ritholtz Wealth Management first reported a position in MGV in Q2 2024 and has held it in 8 quarters since. The position peaked at $414K in Q2 2024. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Ritholtz Wealth Management held 2,748 shares of Vanguard Mega Cap Value ETF worth $398K as of Q1 2026.
Ritholtz Wealth Management sold 117 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $17.3K.
Vanguard Mega Cap Value ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #871 holding.
Ritholtz Wealth Management first reported a position in Vanguard Mega Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Ritholtz Wealth Management's Vanguard Mega Cap Value ETF position peaked at $414K in Q2 2024.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.