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Passumpsic Savings Bank’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Passumpsic Savings Bank’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
2025
Q4 		$1.84M Buy
+13,034
New +$1.81M 1.01% 38
2024
Q4 		$1.45M Buy
11,601
+826
+8% +$107K 0.9% 43
2024
Q3 		$1.38M Buy
10,775
+845
+9% +$104K 0.91% 42
2024
Q2 		$1.18M Buy
9,930
+1,245
+14% +$146K 0.84% 42
2024
Q1 		$1.04M Buy
+8,685
New +$984K 0.66% 43

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Passumpsic Savings Bank's MGV Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2025: 13,034 shares worth $1.84M. The stake represents 1.01% of the portfolio and ranks #38 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in MGV as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in MGV in Q1 2024 and has held it in 5 quarters since. 543 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

  • Passumpsic Savings Bank held 13,034 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.84M as of Q4 2025.
  • Vanguard Morningstar Mega Cap Value ETF was a new Passumpsic Savings Bank position in Q4 2025.
  • Vanguard Morningstar Mega Cap Value ETF made up 1.01% of Passumpsic Savings Bank's portfolio in Q4 2025, its #38 holding.
  • Passumpsic Savings Bank first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
  • 543 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.