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West Branch Capital’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

West Branch Capital’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
2025
Q1 		– Sell
-16
Closed -$2K – 558
2024
Q4 		$2K Buy
+16
New +$2.06K ﹤0.01% 385

Other funds holding MGV

AssetMark Inc
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

West Branch Capital's MGV Position: Q1 2025 in Review

West Branch Capital sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2025, closing a stake of 16 shares — an estimated $2K sold.

West Branch Capital first reported a position in MGV in Q4 2024 and held it in 1 quarter. The position peaked at $2K in Q4 2024. 470 funds tracked by Wall St. Rank hold MGV as of Q1 2025.

  • West Branch Capital reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • West Branch Capital sold 16 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2025, an estimated $2K.
  • West Branch Capital first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • West Branch Capital's Vanguard Morningstar Mega Cap Value ETF position peaked at $2K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.