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

Robertson Stephens 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	$438K	Buy	+2,680	New	+$416K	0.01%	464
2023 Q2	–	Sell	-11,980	Closed	-$1.21M	–	441
2023 Q1	$1.21M	Sell	11,980 -5,103	-30%	-$522K	0.09%	179
2022 Q4	$1.76M	Buy	+17,083	New	+$1.72M	0.17%	120

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

Robertson Stephens Wealth Management's MGV Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 2,680 shares worth $438K. The stake represents 0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in MGV as recently as Q1 2023.

Robertson Stephens Wealth Management first reported a position in MGV in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.76M in Q4 2022. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Robertson Stephens Wealth Management held 2,680 shares of Vanguard Morningstar Mega Cap Value ETF worth $438K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #464 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and has held it in 3 quarters since.
Robertson Stephens Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.76M in Q4 2022.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.