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

Cornerstone 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 Q3	$1.89M	Buy	11,708 +5,413	+86%	+$895K	1.09%	25
2026 Q2	$1.03M	Sell	6,295 -156	-2%	-$24.2K	0.63%	32
2026 Q1	$981K	Sell	6,451 -575	-8%	-$85.2K	0.63%	32
2025 Q4	$992K	Buy	7,026 +27	+0.4%	+$3.75K	0.69%	32
2025 Q3	$964K	Buy	6,999 +568	+9%	+$76K	0.75%	33
2025 Q2	$844K	Buy	6,431 +1,099	+21%	+$138K	0.72%	34
2025 Q1	$677K	Buy	5,332 +542	+11%	+$70.1K	0.61%	40
2024 Q4	$598K	Buy	+4,790	New	+$618K	0.59%	41

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cornerstone Financial Group's MGV Position: Q3 2026 in Review

Cornerstone Financial Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 86% in Q3 2026, buying an estimated $895K and bringing the position to 11,708 shares worth $1.89M. The position accounts for 1.09% of the portfolio, ranked #25.

Cornerstone Financial Group first reported a position in MGV in Q4 2024 and has held it in 8 quarters since. 488 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Cornerstone Financial Group held 11,708 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.89M as of Q3 2026.
Cornerstone Financial Group bought 5,413 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $895K.
Vanguard Morningstar Mega Cap Value ETF made up 1.09% of Cornerstone Financial Group's portfolio in Q3 2026, its #25 holding.
Cornerstone Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
488 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.