BTG Pactual Asset Management US’s Vanguard Mega Cap Value ETF MGV Stock Holding History

BTG Pactual Asset Management US’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	$31.1M	Buy	214,276 +20,222	+10%	+$3M	2.69%	4
2025 Q4	$25.5M	Sell	194,054 -9,292	-5%	-$1.29M	2.48%	5
2025 Q3	$26.7M	Buy	203,346 +5,754	+3%	+$770K	1.25%	9
2025 Q2	$25.9M	Buy	197,592 +9,677	+5%	+$1.21M	2.84%	4
2025 Q1	$24.2M	Buy	187,915 +2,828	+2%	+$366K	2.59%	5
2024 Q4	$24.2M	Sell	185,087 -9,964	-5%	-$1.29M	2.51%	6
2024 Q3	$25M	Buy	+195,051	New	+$24.1M	2.15%	6

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTG Pactual Asset Management US's MGV Position: Q1 2026 in Review

BTG Pactual Asset Management US increased its Vanguard Mega Cap Value ETF (MGV) stake by 10% in Q1 2026, buying an estimated $3M and bringing the position to 214,276 shares worth $31.1M. The position accounts for 2.69% of the portfolio, ranked #4.

BTG Pactual Asset Management US first reported a position in MGV in Q3 2024 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

BTG Pactual Asset Management US held 214,276 shares of Vanguard Mega Cap Value ETF worth $31.1M as of Q1 2026.
BTG Pactual Asset Management US bought 20,222 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $3M.
Vanguard Mega Cap Value ETF made up 2.69% of BTG Pactual Asset Management US's portfolio in Q1 2026, its #4 holding.
BTG Pactual Asset Management US first reported a position in Vanguard Mega Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.