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

WPG 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
Q1 		$4.29M Sell
29,606
-33
-0.1% -$4.89K 3.16% 8
2025
Q4 		$4.18M Buy
29,639
+2,828
+11% +$393K 3.11% 6
2025
Q3 		$3.69M Buy
26,811
+2,727
+11% +$365K 2.86% 9
2025
Q2 		$3.16M Buy
24,084
+7,721
+47% +$968K 2.66% 9
2025
Q1 		$2.11M Buy
16,363
+14,611
+834% +$1.89M 1.97% 9
2024
Q4 		$219K Buy
+1,752
New +$226K 0.2% 91

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WPG Advisers's MGV Position: Q1 2026 in Review

WPG Advisers reduced its Vanguard Mega Cap Value ETF (MGV) stake by 0.11% in Q1 2026, selling an estimated $4.89K and leaving 29,606 shares worth $4.29M. The position accounts for 3.16% of the portfolio, ranked #8.

WPG Advisers first reported a position in MGV in Q4 2024 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • WPG Advisers held 29,606 shares of Vanguard Mega Cap Value ETF worth $4.29M as of Q1 2026.
  • WPG Advisers sold 33 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $4.89K.
  • Vanguard Mega Cap Value ETF made up 3.16% of WPG Advisers's portfolio in Q1 2026, its #8 holding.
  • WPG Advisers first reported a position in Vanguard Mega Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.