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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-2,724
Closed -$445K – 1617
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

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

Jefferies Financial Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2026, closing a stake of 2,724 shares — an estimated $445K sold.

Jefferies Financial Group first reported a position in MGV in Q2 2025 and held it in 5 quarters. The position peaked at $445K in Q2 2026. 412 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

  • Jefferies Financial Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,724 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2026, an estimated $445K.
  • Jefferies Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2025 and held it in 5 quarters.
  • Jefferies Financial Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $445K in Q2 2026.
  • 412 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.