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

Jefferies 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
Q2 		$445K Buy
2,724
+12
+0.4% +$1.86K ﹤0.01% 1277
2026
Q1 		$393K Buy
2,712
+15
+0.6% +$2.22K ﹤0.01% 1304
2025
Q4 		$381K Buy
2,697
+29
+1% +$4.03K ﹤0.01% 1417
2025
Q3 		$368K Hold
2,668
– – ﹤0.01% 1164
2025
Q2 		$350K Buy
+2,668
New +$335K ﹤0.01% 979

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

Jefferies Financial Group's MGV Position: Q2 2026 in Review

Jefferies Financial Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.44% in Q2 2026, buying an estimated $1.86K and bringing the position to 2,724 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Jefferies Financial Group first reported a position in MGV in Q2 2025 and has held it in 5 quarters since. 604 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Jefferies Financial Group held 2,724 shares of Vanguard Morningstar Mega Cap Value ETF worth $445K as of Q2 2026.
  • Jefferies Financial Group bought 12 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $1.86K.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1277 holding.
  • Jefferies Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 604 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.