Baird Financial Group
MGV icon

Baird Financial Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Baird Financial 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 		$63.3M Buy
387,221
+3,737
+1% +$580K 0.09% 156
2026
Q1 		$55.6M Buy
383,484
+24,222
+7% +$3.59M 0.09% 159
2025
Q4 		$50.7M Buy
359,262
+21,208
+6% +$2.95M 0.08% 174
2025
Q3 		$46.6M Buy
338,054
+130,155
+63% +$17.4M 0.07% 189
2025
Q2 		$27.3M Buy
207,899
+34,991
+20% +$4.39M 0.05% 294
2025
Q1 		$22.3M Buy
172,908
+4,147
+2% +$536K 0.04% 326
2024
Q4 		$21.1M Buy
168,761
+5,316
+3% +$686K 0.04% 329
2024
Q3 		$21M Buy
163,445
+1,637
+1% +$202K 0.04% 330
2024
Q2 		$19.2M Buy
161,808
+1,283
+0.8% +$151K 0.04% 332
2024
Q1 		$19.2M Buy
160,525
+7,035
+5% +$797K 0.04% 331
2023
Q4 		$16.8M Buy
153,490
+10,021
+7% +$1.04M 0.04% 347
2023
Q3 		$14.5M Buy
143,469
+2,150
+2% +$225K 0.04% 353
2023
Q2 		$14.7M Buy
141,319
+10,976
+8% +$1.12M 0.04% 360
2023
Q1 		$13.2M Buy
130,343
+1,631
+1% +$167K 0.03% 380
2022
Q4 		$13.2M Buy
128,712
+7,306
+6% +$735K 0.03% 372
2022
Q3 		$10.9M Buy
121,406
+108,638
+851% +$10.7M 0.03% 402
2022
Q2 		$1.23M Buy
12,768
+801
+7% +$82K ﹤0.01% 1005
2022
Q1 		$1.28M Buy
+11,967
New +$1.27M ﹤0.01% 1047
2019
Q1 		– Sell
-11,875
Closed -$849K – 1310
2018
Q4 		$849K Buy
11,875
+427
+4% +$32.6K 0.01% 843
2018
Q3 		$921K Buy
11,448
+1,219
+12% +$95.9K 0.01% 871
2018
Q2 		$761K Buy
+10,229
New +$769K 0.01% 898

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group's MGV Position: Q2 2026 in Review

Baird Financial Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.97% in Q2 2026, buying an estimated $580K and bringing the position to 387,221 shares worth $63.3M. The position accounts for 0.09% of the portfolio, ranked #156.

Baird Financial Group first reported a position in MGV in Q2 2018 and has held it in 21 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Baird Financial Group held 387,221 shares of Vanguard Morningstar Mega Cap Value ETF worth $63.3M as of Q2 2026.
  • Baird Financial Group bought 3,737 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $580K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.09% of Baird Financial Group's portfolio in Q2 2026, its #156 holding.
  • Baird Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2018 and has held it in 21 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.