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

Strategic 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	$26K	Sell	159 -27	-15%	-$4.19K	﹤0.01%	678
2026 Q1	$27K	Hold	186	–	–	﹤0.01%	640
2025 Q4	$26.3K	Buy	186 +27	+17%	+$3.75K	﹤0.01%	641
2025 Q3	$21.9K	Hold	159	–	–	﹤0.01%	711
2025 Q2	$20.9K	Buy	+159	New	+$19.9K	﹤0.01%	642

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

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

Strategic Wealth Partners reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 15% in Q2 2026, selling an estimated $4.19K and leaving 159 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Strategic Wealth Partners first reported a position in MGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $27K in Q1 2026. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Strategic Wealth Partners held 159 shares of Vanguard Morningstar Mega Cap Value ETF worth $26K as of Q2 2026.
Strategic Wealth Partners sold 27 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $4.19K.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #678 holding.
Strategic Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $27K in Q1 2026.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.