MML Investors Services
MGV icon

MML Investors Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

MML Investors Services’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 		$19.1M Buy
116,563
+22,400
+24% +$3.47M 0.04% 421
2026
Q1 		$13.6M Sell
94,163
-16,235
-15% -$2.41M 0.04% 445
2025
Q4 		$15.6M Sell
110,398
-59,839
-35% -$8.32M 0.04% 429
2025
Q3 		$23.4M Sell
170,237
-289,192
-63% -$38.7M 0.06% 297
2025
Q2 		$60.3M Buy
459,429
+20,726
+5% +$2.6M 0.17% 117
2025
Q1 		$56.5M Buy
438,703
+19,929
+5% +$2.58M 0.19% 110
2024
Q4 		$52.3M Sell
418,774
-35,473
-8% -$4.58M 0.18% 118
2024
Q3 		$58.3M Sell
454,247
-61,469
-12% -$7.59M 0.21% 101
2024
Q2 		$61.1M Buy
515,716
+9,901
+2% +$1.16M 0.25% 78
2024
Q1 		$60.5M Buy
505,815
+147,115
+41% +$16.7M 0.25% 81
2023
Q4 		$39.2M Sell
358,700
-12,982
-3% -$1.34M 0.18% 126
2023
Q3 		$37.7M Buy
371,682
+16,218
+5% +$1.7M 0.21% 99
2023
Q2 		$36.9M Buy
355,464
+84,717
+31% +$8.62M 0.2% 103
2023
Q1 		$27.4M Sell
270,747
-28,249
-9% -$2.89M 0.19% 114
2022
Q4 		$30.8M Buy
298,996
+24,011
+9% +$2.41M 0.2% 117
2022
Q3 		$24.7M Buy
274,985
+66,302
+32% +$6.51M 0.19% 114
2022
Q2 		$20.1M Buy
208,683
+135,644
+186% +$13.9M 0.15% 153
2022
Q1 		$7.84M Buy
73,039
+13,510
+23% +$1.43M 0.06% 329
2021
Q4 		$6.36M Buy
59,529
+1,142
+2% +$118K 0.05% 365
2021
Q3 		$5.71M Buy
58,387
+3,076
+6% +$311K 0.05% 379
2021
Q2 		$5.51M Buy
55,311
+686
+1% +$68.1K 0.05% 378
2021
Q1 		$5.2M Buy
54,625
+31,270
+134% +$2.84M 0.05% 355
2020
Q4 		$2.03M Buy
23,355
+1,941
+9% +$159K 0.02% 592
2020
Q3 		$1.64M Buy
21,414
+1,017
+5% +$78.1K 0.02% 591
2020
Q2 		$1.49M Buy
20,397
+336
+2% +$24.3K 0.02% 598
2020
Q1 		$1.32M Sell
20,061
-1,892
-9% -$151K 0.02% 539
2019
Q4 		$1.91M Sell
21,953
-1,093
-5% -$91.7K 0.03% 496
2019
Q3 		$1.88M Sell
23,046
-1,011
-4% -$81.3K 0.03% 463
2019
Q2 		$1.94M Sell
24,057
-644
-3% -$51K 0.03% 508
2019
Q1 		$1.93M Buy
24,701
+650
+3% +$49.7K 0.03% 474
2018
Q4 		$1.72M Buy
24,051
+11,556
+92% +$882K 0.03% 461
2018
Q3 		$1M Buy
12,495
+5,190
+71% +$408K 0.02% 666
2018
Q2 		$544K Sell
7,305
-53
-0.7% -$3.98K 0.01% 806
2018
Q1 		$545K Buy
7,358
+2,036
+38% +$157K 0.01% 807
2017
Q4 		$407K Buy
5,322
+1,461
+38% +$109K 0.01% 944
2017
Q3 		$277K Buy
3,861
+879
+29% +$61.8K 0.01% 1052
2017
Q2 		$207K Buy
+2,982
New +$205K ﹤0.01% 1168

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

MML Investors Services's MGV Position: Q2 2026 in Review

MML Investors Services increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 24% in Q2 2026, buying an estimated $3.47M and bringing the position to 116,563 shares worth $19.1M. The position accounts for 0.04% of the portfolio, ranked #421.

MML Investors Services first reported a position in MGV in Q2 2017 and has held it in 37 quarters since. The position peaked at $61.1M in Q2 2024. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • MML Investors Services held 116,563 shares of Vanguard Morningstar Mega Cap Value ETF worth $19.1M as of Q2 2026.
  • MML Investors Services bought 22,400 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $3.47M.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.04% of MML Investors Services's portfolio in Q2 2026, its #421 holding.
  • MML Investors Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's Vanguard Morningstar Mega Cap Value ETF position peaked at $61.1M in Q2 2024.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.