Vestmark Advisory Solutions’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Vestmark Advisory Solutions’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 Q1	$277K	Buy	1,910 +2	+0.1%	+$296	﹤0.01%	1197
2025 Q4	$269K	Buy	1,908 +5	+0.3%	+$695	﹤0.01%	1125
2025 Q3	$262K	Buy	+1,903	New	+$255K	0.01%	808
2023 Q3	–	Sell	-2,804	Closed	-$291K	–	707
2023 Q2	$291K	Buy	+2,804	New	+$285K	0.01%	720

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vestmark Advisory Solutions's MGV Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Vanguard Mega Cap Value ETF (MGV) stake by 0.1% in Q1 2026, buying an estimated $296 and bringing the position to 1,910 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Vestmark Advisory Solutions first reported a position in MGV in Q2 2023 and has held it in 4 quarters since. The position peaked at $291K in Q2 2023. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Vestmark Advisory Solutions held 1,910 shares of Vanguard Mega Cap Value ETF worth $277K as of Q1 2026.
Vestmark Advisory Solutions bought 2 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $296.
Vanguard Mega Cap Value ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #1197 holding.
Vestmark Advisory Solutions first reported a position in Vanguard Mega Cap Value ETF in Q2 2023 and has held it in 4 quarters since.
Vestmark Advisory Solutions's Vanguard Mega Cap Value ETF position peaked at $291K in Q2 2023.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.