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

Triad 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 		$582K Buy
+3,552
New +$551K 0.03% 288
2026
Q1 		– Sell
-2,517
Closed -$355K – 501
2025
Q4 		$355K Buy
+2,517
New +$350K 0.03% 349

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

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

Triad Wealth Partners opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 3,552 shares worth $582K. The stake represents 0.03% of the portfolio and ranks #288 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in MGV as recently as Q4 2025.

Triad Wealth Partners first reported a position in MGV in Q4 2025 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Triad Wealth Partners held 3,552 shares of Vanguard Morningstar Mega Cap Value ETF worth $582K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF was a new Triad Wealth Partners position in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #288 holding.
  • Triad Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.