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Bellevue Asset Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Bellevue Asset Management’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 		$10.3K Buy
71
+1
+1% +$148 0.01% 281
2025
Q4 		$9.99K Hold
70
– – ﹤0.01% 279
2025
Q3 		$9.64K Buy
+70
New +$9.36K ﹤0.01% 285

Other funds holding MGV

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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

Bellevue Asset Management's MGV Position: Q1 2026 in Review

Bellevue Asset Management increased its Vanguard Mega Cap Value ETF (MGV) stake by 1.4% in Q1 2026, buying an estimated $148 and bringing the position to 71 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #281.

Bellevue Asset Management first reported a position in MGV in Q3 2025 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Bellevue Asset Management held 71 shares of Vanguard Mega Cap Value ETF worth $10.3K as of Q1 2026.
  • Bellevue Asset Management bought 1 Vanguard Mega Cap Value ETF share in Q1 2026, an estimated $148.
  • Vanguard Mega Cap Value ETF made up 0.01% of Bellevue Asset Management's portfolio in Q1 2026, its #281 holding.
  • Bellevue Asset Management first reported a position in Vanguard Mega Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.