Bank of Montreal
MGV icon

Bank of Montreal’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Bank of Montreal’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
2017
Q1 		– Sell
-1,100
Closed -$72K – 4112
2016
Q4 		$72K Buy
+1,100
New +$71K ﹤0.01% 2980

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of Montreal's MGV Position: Q2 2026 in Review

Bank of Montreal increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 25% in Q2 2026, buying an estimated $427K and bringing the position to 13,935 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Bank of Montreal first reported a position in MGV in Q2 2013 and has held it in 43 quarters since. 455 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Bank of Montreal held 13,935 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.28M as of Q2 2026.
  • Bank of Montreal bought 2,752 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $427K.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1688 holding.
  • Bank of Montreal first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2013 and has held it in 43 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.