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 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 $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

Root Financial Partners's MGV Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 206 shares — an estimated $29.9K sold.

Root Financial Partners first reported a position in MGV in Q3 2025 and held it in 3 quarters. The position peaked at $29.9K in Q1 2026. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Root Financial Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 206 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $29.9K.
Root Financial Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $29.9K in Q1 2026.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.