Venture Visionary Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Venture Visionary 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	$831K	Buy	5,083 +283	+6%	+$43.9K	0.02%	376
2026 Q1	$696K	Hold	4,800	–	–	0.02%	368
2025 Q4	$678K	Hold	4,800	–	–	0.02%	379
2025 Q3	$661K	Sell	4,800 -86	-2%	-$11.5K	0.02%	363
2025 Q2	$641K	Hold	4,886	–	–	0.02%	353
2025 Q1	$630K	Hold	4,886	–	–	0.03%	343
2024 Q4	$610K	Hold	4,886	–	–	0.03%	330
2024 Q3	$627K	Buy	4,886 +325	+7%	+$40.1K	0.03%	335
2024 Q2	$540K	Hold	4,561	–	–	0.02%	361
2024 Q1	$545K	Buy	4,561 +86	+2%	+$9.74K	0.03%	360
2023 Q4	$489K	Hold	4,475	–	–	0.03%	354
2023 Q3	$454K	Hold	4,475	–	–	0.03%	346
2023 Q2	$464K	Buy	4,475 +2,115	+90%	+$215K	0.03%	350
2023 Q1	$238K	Buy	2,360 +100	+4%	+$10.2K	0.02%	446
2022 Q4	$232K	Hold	2,260	–	–	0.02%	426
2022 Q3	$203K	Buy	+2,260	New	+$222K	0.02%	429

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

Venture Visionary Partners's MGV Position: Q2 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 5.9% in Q2 2026, buying an estimated $43.9K and bringing the position to 5,083 shares worth $831K. The position accounts for 0.02% of the portfolio, ranked #376.

Venture Visionary Partners first reported a position in MGV in Q3 2022 and has held it in 16 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Venture Visionary Partners held 5,083 shares of Vanguard Morningstar Mega Cap Value ETF worth $831K as of Q2 2026.
Venture Visionary Partners bought 283 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $43.9K.
Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #376 holding.
Venture Visionary Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.