Vanguard Personalized Indexing Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Vanguard Personalized Indexing Management’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	$785K	Hold	4,801	–	–	0.01%	1121
2026 Q1	$696K	Hold	4,801	–	–	0.01%	1116
2025 Q4	$678K	Sell	4,801 -25	-0.5%	-$3.48K	0.01%	1092
2025 Q3	$665K	Sell	4,826 -355	-7%	-$47.5K	0.01%	1109
2025 Q2	$680K	Buy	5,181 +179	+4%	+$22.4K	0.01%	1060
2025 Q1	$644K	Buy	5,002 +2,999	+150%	+$388K	0.01%	999
2024 Q4	$250K	Sell	2,003 -79	-4%	-$10.2K	﹤0.01%	1418
2024 Q3	$267K	Sell	2,082 -754	-27%	-$93.1K	﹤0.01%	1398
2024 Q2	$336K	Buy	2,836 +786	+38%	+$92.4K	0.01%	1226
2024 Q1	$245K	Buy	+2,050	New	+$232K	0.01%	1366

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

Vanguard Personalized Indexing Management's MGV Position: Q2 2026 in Review

Vanguard Personalized Indexing Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 4,801 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #1121.

Vanguard Personalized Indexing Management first reported a position in MGV in Q1 2024 and has held it in 10 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Vanguard Personalized Indexing Management held 4,801 shares of Vanguard Morningstar Mega Cap Value ETF worth $785K as of Q2 2026.
Vanguard Personalized Indexing Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1121 holding.
Vanguard Personalized Indexing Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.