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RWA Wealth Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

RWA Wealth 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 		$1.6M Buy
9,781
+1
+0% +$155 0.02% 297
2026
Q1 		$1.42M Buy
9,780
+161
+2% +$23.9K 0.02% 299
2025
Q4 		$1.36M Buy
9,619
+304
+3% +$42.3K 0.01% 312
2025
Q3 		$1.28M Hold
9,315
– – 0.01% 314
2025
Q2 		$1.22M Buy
9,315
+502
+6% +$63K 0.02% 297
2025
Q1 		$1.14M Buy
8,813
+114
+1% +$14.7K 0.01% 299
2024
Q4 		$1.09M Buy
8,699
+1,622
+23% +$209K 0.01% 309
2024
Q3 		$908K Buy
7,077
+103
+1% +$12.7K 0.01% 338
2024
Q2 		$826K Buy
6,974
+8
+0.1% +$941 0.01% 331
2024
Q1 		$833K Buy
6,966
+4,385
+170% +$497K 0.01% 331
2023
Q4 		$282K Buy
+2,581
New +$267K ﹤0.01% 450

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWA Wealth Partners's MGV Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.01% in Q2 2026, buying an estimated $155 and bringing the position to 9,781 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #297.

RWA Wealth Partners first reported a position in MGV in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • RWA Wealth Partners held 9,781 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.6M as of Q2 2026.
  • RWA Wealth Partners bought 1 Vanguard Morningstar Mega Cap Value ETF share in Q2 2026, an estimated $155.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #297 holding.
  • RWA Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.