Root Financial Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Root Financial Partners’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 Q3	$33.2K	Buy	+206	New	+$34K	﹤0.01%	1292
2026 Q2	–	Sell	-206	Closed	-$29.9K	–	2063
2026 Q1	$29.9K	Hold	206	–	–	﹤0.01%	1122
2025 Q4	$29.1K	Sell	206 -1	-0.5%	-$139	﹤0.01%	964
2025 Q3	$28.5K	Buy	+207	New	+$27.7K	﹤0.01%	923

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's MGV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2026: 206 shares worth $33.2K. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MGV as recently as Q1 2026.

Root Financial Partners first reported a position in MGV in Q3 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Root Financial Partners held 206 shares of Vanguard Morningstar Mega Cap Value ETF worth $33.2K as of Q3 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1292 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
412 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.