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Clark Capital Management Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Clark Capital Management 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 		$1.21M Buy
7,402
+1,922
+35% +$298K 0.01% 322
2026
Q1 		$794K Buy
5,480
+334
+6% +$49.5K ﹤0.01% 325
2025
Q4 		$726K Sell
5,146
-685
-12% -$95.2K ﹤0.01% 334
2025
Q3 		$803K Sell
5,831
-2,388
-29% -$319K 0.01% 311
2025
Q2 		$1.08M Buy
8,219
+4
+0% +$502 0.01% 290
2025
Q1 		$1.06M Buy
8,215
+215
+3% +$27.8K 0.01% 292
2024
Q4 		$999K Sell
8,000
-233
-3% -$30.1K 0.01% 301
2024
Q3 		$1.06M Buy
8,233
+814
+11% +$100K 0.01% 296
2024
Q2 		$879K Buy
7,419
+2,558
+53% +$301K 0.01% 288
2024
Q1 		$581K Buy
4,861
+2,926
+151% +$331K ﹤0.01% 319
2023
Q4 		$212K Buy
+1,935
New +$200K ﹤0.01% 363
2017
Q3 		– Sell
-6,731
Closed -$467K – 316
2017
Q2 		$467K Hold
6,731
– – 0.02% 227
2017
Q1 		$461K Sell
6,731
-4
-0.1% -$274 0.02% 234
2016
Q4 		$452K Sell
6,735
-879
-12% -$56.7K 0.02% 238
2016
Q3 		$477K Buy
+7,614
New +$480K 0.03% 245

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 22.9% 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

Clark Capital Management Group's MGV Position: Q2 2026 in Review

Clark Capital Management Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 35% in Q2 2026, buying an estimated $298K and bringing the position to 7,402 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #322.

Clark Capital Management Group first reported a position in MGV in Q3 2016 and has held it in 15 quarters since. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Clark Capital Management Group held 7,402 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.21M as of Q2 2026.
  • Clark Capital Management Group bought 1,922 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $298K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #322 holding.
  • Clark Capital Management Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2016 and has held it in 15 quarters since.
  • 606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.