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Steward Partners Investment Advisory’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Steward Partners Investment Advisory’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 		$764K Buy
4,677
+81
+2% +$12.6K ﹤0.01% 1454
2026
Q1 		$666K Buy
4,596
+135
+3% +$20K ﹤0.01% 1372
2025
Q4 		$630K Buy
4,461
+418
+10% +$58.1K ﹤0.01% 1297
2025
Q3 		$557K Sell
4,043
-390
-9% -$52.2K ﹤0.01% 1314
2025
Q2 		$582K Sell
4,433
-260
-6% -$32.6K ﹤0.01% 1224
2025
Q1 		$605K Buy
4,693
+2,713
+137% +$351K 0.01% 1134
2024
Q4 		$247K Hold
1,980
– – ﹤0.01% 1500
2024
Q3 		$254K Hold
1,980
– – ﹤0.01% 1408
2024
Q2 		$235K Hold
1,980
– – ﹤0.01% 1371
2024
Q1 		$237K Sell
1,980
-43
-2% -$4.87K ﹤0.01% 1356
2023
Q4 		$221K Hold
2,023
– – ﹤0.01% 1338
2023
Q3 		$205K Hold
2,023
– – ﹤0.01% 1272
2023
Q2 		$210K Sell
2,023
-25
-1% -$2.54K ﹤0.01% 1270
2023
Q1 		$207K Sell
2,048
-182
-8% -$18.6K ﹤0.01% 1263
2022
Q4 		$229K Hold
2,230
– – ﹤0.01% 1181
2022
Q3 		$200K Sell
2,230
-250
-10% -$24.6K ﹤0.01% 1200
2022
Q2 		$239K Sell
2,480
-68
-3% -$6.96K ﹤0.01% 1139
2022
Q1 		$273K Hold
2,548
– – ﹤0.01% 1175
2021
Q4 		$272K Hold
2,548
– – ﹤0.01% 1181
2021
Q3 		$249K Hold
2,548
– – ﹤0.01% 1181
2021
Q2 		$254K Sell
2,548
-2,567
-50% -$255K ﹤0.01% 1373
2021
Q1 		$487K Buy
5,115
+2,777
+119% +$253K 0.01% 902
2020
Q4 		$203K Buy
2,338
+38
+2% +$3.12K ﹤0.01% 1064
2020
Q3 		$176K Hold
2,300
– – ﹤0.01% 989
2020
Q2 		$168K Buy
+2,300
New +$166K ﹤0.01% 937

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

Steward Partners Investment Advisory's MGV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 1.8% in Q2 2026, buying an estimated $12.6K and bringing the position to 4,677 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Steward Partners Investment Advisory first reported a position in MGV in Q2 2020 and has held it in 25 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Steward Partners Investment Advisory held 4,677 shares of Vanguard Morningstar Mega Cap Value ETF worth $764K as of Q2 2026.
  • Steward Partners Investment Advisory bought 81 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $12.6K.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1454 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.