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

Westmount 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
2025 Q3	–	Sell	-6,630	Closed	-$870K	–	255
2025 Q2	$870K	Hold	6,630	–	–	0.24%	81
2025 Q1	$854K	Hold	6,630	–	–	0.26%	82
2024 Q4	$828K	Hold	6,630	–	–	0.25%	79
2024 Q3	$850K	Hold	6,630	–	–	0.26%	81
2024 Q2	$783K	Hold	6,630	–	–	0.26%	81
2024 Q1	$792K	Hold	6,630	–	–	0.29%	75
2023 Q4	$725K	Hold	6,630	–	–	0.3%	74
2023 Q3	$672K	Hold	6,630	–	–	0.3%	81
2023 Q2	$688K	Hold	6,630	–	–	0.3%	73
2023 Q1	$670K	Hold	6,630	–	–	0.31%	73
2022 Q4	$682K	Buy	+6,630	New	+$667K	0.35%	69

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Westmount Partners's MGV Position: Q3 2025 in Review

Westmount Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2025, closing a stake of 6,630 shares — an estimated $870K sold.

Westmount Partners first reported a position in MGV in Q4 2022 and held it in 11 quarters. The position peaked at $870K in Q2 2025. 507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

Westmount Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Westmount Partners sold 6,630 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2025, an estimated $870K.
Westmount Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and held it in 11 quarters.
Westmount Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $870K in Q2 2025.
507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on Westmount Partners's 13F filing for Q3 2025, filed 14 Oct 2025.