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Waters Parkerson & Co’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Waters Parkerson & Co’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 		$520K Buy
3,586
+20
+0.6% +$2.96K 0.03% 133
2025
Q4 		$503K Buy
+3,566
New +$496K 0.02% 134

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waters Parkerson & Co's MGV Position: Q1 2026 in Review

Waters Parkerson & Co increased its Vanguard Mega Cap Value ETF (MGV) stake by 0.56% in Q1 2026, buying an estimated $2.96K and bringing the position to 3,586 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #133.

Waters Parkerson & Co first reported a position in MGV in Q4 2025 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Waters Parkerson & Co held 3,586 shares of Vanguard Mega Cap Value ETF worth $520K as of Q1 2026.
  • Waters Parkerson & Co bought 20 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $2.96K.
  • Vanguard Mega Cap Value ETF made up 0.03% of Waters Parkerson & Co's portfolio in Q1 2026, its #133 holding.
  • Waters Parkerson & Co first reported a position in Vanguard Mega Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Waters Parkerson & Co's 13F filing for Q1 2026, filed 29 Apr 2026.