KeyBank National Association’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

KeyBank National Association’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	$237K	Buy	+1,450	New	+$225K	﹤0.01%	1219
2021 Q1	–	Sell	-33,229	Closed	-$2.88M	–	1058
2020 Q4	$2.88M	Buy	+33,229	New	+$2.73M	0.01%	310

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KeyBank National Association's MGV Position: Q2 2026 in Review

KeyBank National Association opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 1,450 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings. This is a return to the name: KeyBank National Association previously reported a position in MGV as recently as Q4 2020.

KeyBank National Association first reported a position in MGV in Q4 2020 and has held it in 2 quarters since. The position peaked at $2.88M in Q4 2020. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

KeyBank National Association held 1,450 shares of Vanguard Morningstar Mega Cap Value ETF worth $237K as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new KeyBank National Association position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #1219 holding.
KeyBank National Association first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and has held it in 2 quarters since.
KeyBank National Association's Vanguard Morningstar Mega Cap Value ETF position peaked at $2.88M in Q4 2020.
606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.