Wharton Business Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Wharton Business Group’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	$884K	Hold	5,410	–	–	0.03%	88
2026 Q1	$784K	Hold	5,410	–	–	0.03%	88
2025 Q4	$764K	Hold	5,410	–	–	0.03%	87
2025 Q3	$745K	Hold	5,410	–	–	0.03%	91
2025 Q2	$710K	Hold	5,410	–	–	0.03%	90
2025 Q1	$697K	Buy	5,410 +360	+7%	+$46.5K	0.03%	85
2024 Q4	$631K	Hold	5,050	–	–	0.03%	90
2024 Q3	$648K	Hold	5,050	–	–	0.03%	91
2024 Q2	$598K	Hold	5,050	–	–	0.03%	90
2024 Q1	$604K	Hold	5,050	–	–	0.03%	87
2023 Q4	$552K	Sell	5,050 -2,220	-31%	-$229K	0.03%	87
2023 Q3	$737K	Buy	7,270 +1,575	+28%	+$165K	0.04%	81
2023 Q2	$591K	Hold	5,695	–	–	0.04%	84
2023 Q1	$575K	Hold	5,695	–	–	0.03%	83
2022 Q4	$586K	Buy	5,695 +680	+14%	+$68.4K	0.03%	87
2022 Q3	$450K	Buy	5,015 +425	+9%	+$41.7K	0.03%	88
2022 Q2	$441K	Buy	4,590 +485	+12%	+$49.7K	0.03%	89
2022 Q1	$441K	Buy	4,105 +1,815	+79%	+$193K	0.03%	96
2021 Q4	$245K	Buy	+2,290	New	+$237K	0.02%	119

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 22.9% 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

Wharton Business Group's MGV Position: Q2 2026 in Review

Wharton Business Group held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 5,410 shares worth $884K. The position accounts for 0.03% of the portfolio, ranked #88.

Wharton Business Group first reported a position in MGV in Q4 2021 and has held it in 19 quarters since. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Wharton Business Group held 5,410 shares of Vanguard Morningstar Mega Cap Value ETF worth $884K as of Q2 2026.
Wharton Business Group left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Wharton Business Group's portfolio in Q2 2026, its #88 holding.
Wharton Business Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.