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Root Financial Partners’s Vanguard 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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's MGV Position: Q1 2026 in Review

Root Financial Partners held its Vanguard Mega Cap Value ETF (MGV) position steady in Q1 2026 at 206 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Root Financial Partners first reported a position in MGV in Q3 2025 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Root Financial Partners held 206 shares of Vanguard Mega Cap Value ETF worth $29.9K as of Q1 2026.
  • Root Financial Partners left its Vanguard Mega Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1122 holding.
  • Root Financial Partners first reported a position in Vanguard Mega Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.