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

SteelPeak Wealth’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	–	Sell	-304,412	Closed	-$43M	–	619
2025 Q4	$43M	Buy	304,412 +302,536	+16,127%	+$42.1M	1.4%	14
2025 Q3	$260K	Buy	1,876 +13	+0.7%	+$1.74K	0.01%	495
2025 Q2	$246K	Sell	1,863 -240	-11%	-$30.1K	0.01%	450
2025 Q1	$271K	Buy	+2,103	New	+$272K	0.01%	435
2024 Q1	–	Sell	-62,404	Closed	-$6.83M	–	518
2023 Q4	$6.83M	Buy	+62,404	New	+$6.45M	0.4%	70

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SteelPeak Wealth's MGV Position: Q1 2026 in Review

SteelPeak Wealth sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2026, closing a stake of 304,412 shares — an estimated $43M sold.

SteelPeak Wealth first reported a position in MGV in Q4 2023 and held it in 5 quarters. The position peaked at $43M in Q4 2025. 571 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

SteelPeak Wealth reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 304,412 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2026, an estimated $43M.
SteelPeak Wealth first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and held it in 5 quarters.
SteelPeak Wealth's Vanguard Morningstar Mega Cap Value ETF position peaked at $43M in Q4 2025.
571 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.