Mercer Global Advisors
MGV icon

Mercer Global Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Mercer Global Advisors’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 		$17.2M Buy
104,998
+2,753
+3% +$427K 0.02% 406
2026
Q1 		$14.8M Buy
102,245
+74,051
+263% +$11M 0.02% 399
2025
Q4 		$3.98M Buy
28,194
+2,733
+11% +$380K 0.01% 800
2025
Q3 		$3.51M Buy
25,461
+4,897
+24% +$655K 0.01% 796
2025
Q2 		$2.7M Buy
20,564
+445
+2% +$55.8K 0.01% 768
2025
Q1 		$2.59M Sell
20,119
-164
-0.8% -$21.2K 0.01% 752
2024
Q4 		$2.53M Sell
20,283
-2,229
-10% -$288K 0.01% 756
2024
Q3 		$2.88M Sell
22,512
-256
-1% -$31.6K 0.01% 657
2024
Q2 		$2.7M Sell
22,768
-723
-3% -$85K 0.01% 631
2024
Q1 		$2.81M Buy
23,491
+2,514
+12% +$285K 0.01% 627
2023
Q4 		$2.29M Buy
20,977
+9,456
+82% +$977K 0.01% 701
2023
Q3 		$1.17M Buy
11,521
+1,619
+16% +$170K ﹤0.01% 881
2023
Q2 		$1.03M Buy
9,902
+44
+0.4% +$4.48K ﹤0.01% 940
2023
Q1 		$996K Sell
9,858
-5,389
-35% -$551K ﹤0.01% 914
2022
Q4 		$1.57M Buy
15,247
+386
+3% +$38.8K 0.01% 751
2022
Q3 		$1.34M Buy
14,861
+1,327
+10% +$130K 0.01% 741
2022
Q2 		$1.3M Buy
13,534
+3,569
+36% +$366K 0.01% 743
2022
Q1 		$1.07M Buy
+9,965
New +$1.06M 0.01% 871
2021
Q3 		– Sell
-3,169
Closed -$316K – 1793
2021
Q2 		$316K Buy
+3,169
New +$315K ﹤0.01% 1365

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 22.96% 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

Mercer Global Advisors's MGV Position: Q2 2026 in Review

Mercer Global Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.7% in Q2 2026, buying an estimated $427K and bringing the position to 104,998 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #406.

Mercer Global Advisors first reported a position in MGV in Q2 2021 and has held it in 19 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Mercer Global Advisors held 104,998 shares of Vanguard Morningstar Mega Cap Value ETF worth $17.2M as of Q2 2026.
  • Mercer Global Advisors bought 2,753 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $427K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #406 holding.
  • Mercer Global Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2021 and has held it in 19 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.