Wealthspire Advisors (New York)’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Wealthspire Advisors (New York)’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	$4.85M	Sell	33,493 -1,641	-5%	-$243K	0.04%	167
2025 Q4	$4.96M	Sell	35,134 -54,892	-61%	-$7.63M	0.04%	162
2025 Q3	$12.4M	Sell	90,026 -42,888	-32%	-$5.74M	0.06%	103
2025 Q2	$17.4M	Sell	132,914 -20,352	-13%	-$2.55M	0.1%	84
2025 Q1	$19.7M	Buy	153,266 +77,566	+102%	+$10M	0.12%	80
2024 Q4	$9.46M	Buy	75,700 +1,981	+3%	+$256K	0.09%	101
2024 Q3	$9.46M	Buy	+73,719	New	+$9.1M	0.1%	109

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s MGV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 4.7% in Q1 2026, selling an estimated $243K and leaving 33,493 shares worth $4.85M. The position accounts for 0.04% of the portfolio, ranked #167.

Wealthspire Advisors (New York) first reported a position in MGV in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.7M in Q1 2025. 570 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Wealthspire Advisors (New York) held 33,493 shares of Vanguard Morningstar Mega Cap Value ETF worth $4.85M as of Q1 2026.
Wealthspire Advisors (New York) sold 1,641 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2026, an estimated $243K.
Vanguard Morningstar Mega Cap Value ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #167 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Vanguard Morningstar Mega Cap Value ETF position peaked at $19.7M in Q1 2025.
570 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.