Wealthfront Advisers
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Wealthfront Advisers’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Wealthfront Advisers’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 		$11.4M Buy
69,987
+801
+1% +$124K 0.02% 264
2026
Q1 		$10M Buy
69,186
+4,872
+8% +$722K 0.02% 266
2025
Q4 		$9.08M Buy
64,314
+3,790
+6% +$527K 0.02% 271
2025
Q3 		$8.34M Sell
60,524
-462
-0.8% -$61.8K 0.02% 274
2025
Q2 		$8M Sell
60,986
-13,763
-18% -$1.73M 0.02% 265
2025
Q1 		$9.63M Buy
74,749
+2,202
+3% +$285K 0.03% 212
2024
Q4 		$9.06M Buy
72,547
+6,249
+9% +$807K 0.03% 201
2024
Q3 		$8.5M Buy
66,298
+5,001
+8% +$617K 0.03% 197
2024
Q2 		$7.26M Buy
61,297
+8,561
+16% +$1.01M 0.02% 200
2024
Q1 		$6.3M Sell
52,736
-639
-1% -$72.4K 0.02% 222
2023
Q4 		$5.84M Sell
53,375
-5,342
-9% -$552K 0.02% 213
2023
Q3 		$5.95M Buy
58,717
+1,406
+2% +$147K 0.03% 182
2023
Q2 		$5.95M Buy
57,311
+3,002
+6% +$305K 0.03% 183
2023
Q1 		$5.49M Sell
54,309
-141
-0.3% -$14.4K 0.02% 188
2022
Q4 		$5.6M Buy
54,450
+873
+2% +$87.8K 0.03% 182
2022
Q3 		$4.82M Buy
53,577
+9,223
+21% +$906K 0.03% 178
2022
Q2 		$4.27M Buy
44,354
+11,303
+34% +$1.16M 0.02% 211
2022
Q1 		$3.55M Buy
33,051
+11,266
+52% +$1.2M 0.02% 267
2021
Q4 		$2.33M Buy
21,785
+5,069
+30% +$524K 0.01% 352
2021
Q3 		$1.64M Sell
16,716
-3,565
-18% -$360K 0.01% 384
2021
Q2 		$2.02M Buy
+20,281
New +$2.01M 0.01% 302

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers's MGV Position: Q2 2026 in Review

Wealthfront Advisers increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 1.2% in Q2 2026, buying an estimated $124K and bringing the position to 69,987 shares worth $11.4M. The position accounts for 0.02% of the portfolio, ranked #264.

Wealthfront Advisers first reported a position in MGV in Q2 2021 and has held it in 21 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Wealthfront Advisers held 69,987 shares of Vanguard Morningstar Mega Cap Value ETF worth $11.4M as of Q2 2026.
  • Wealthfront Advisers bought 801 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Wealthfront Advisers's portfolio in Q2 2026, its #264 holding.
  • Wealthfront Advisers first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.