Wealthcare Capital Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Wealthcare Capital 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	$2.76M	Sell	16,915 -197	-1%	-$30.6K	1.14%	15
2026 Q1	$2.48M	Sell	17,112 -571	-3%	-$84.6K	1.16%	15
2025 Q4	$2.5M	Buy	17,683 +76	+0.4%	+$10.6K	1.17%	15
2025 Q3	$2.43M	Buy	17,607 +508	+3%	+$68K	1.11%	16
2025 Q2	$2.24M	Sell	17,099 -512	-3%	-$64.2K	1.13%	17
2025 Q1	$2.27M	Sell	17,611 -1,142	-6%	-$148K	1.17%	14
2024 Q4	$2.34M	Buy	+18,753	New	+$2.42M	1.22%	13

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

Wealthcare Capital Partners's MGV Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 1.2% in Q2 2026, selling an estimated $30.6K and leaving 16,915 shares worth $2.76M. The position accounts for 1.14% of the portfolio, ranked #15.

Wealthcare Capital Partners first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Wealthcare Capital Partners held 16,915 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.76M as of Q2 2026.
Wealthcare Capital Partners sold 197 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $30.6K.
Vanguard Morningstar Mega Cap Value ETF made up 1.14% of Wealthcare Capital Partners's portfolio in Q2 2026, its #15 holding.
Wealthcare Capital Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.