SBI Securities’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

SBI Securities’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	$252K	Buy	1,540 +35	+2%	+$5.43K	0.01%	604
2026 Q1	$218K	Buy	1,505 +61	+4%	+$9.04K	0.01%	606
2025 Q4	$204K	Buy	1,444 +17	+1%	+$2.36K	0.01%	624
2025 Q3	$197K	Sell	1,427 -8	-0.6%	-$1.07K	0.01%	631
2025 Q2	$188K	Sell	1,435 -15	-1%	-$1.88K	0.01%	605
2025 Q1	$187K	Buy	1,450 +24	+2%	+$3.1K	0.01%	549
2024 Q4	$178K	Buy	+1,426	New	+$184K	0.01%	578

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 22.96% 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

SBI Securities's MGV Position: Q2 2026 in Review

SBI Securities increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.3% in Q2 2026, buying an estimated $5.43K and bringing the position to 1,540 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #604.

SBI Securities first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

SBI Securities held 1,540 shares of Vanguard Morningstar Mega Cap Value ETF worth $252K as of Q2 2026.
SBI Securities bought 35 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $5.43K.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of SBI Securities's portfolio in Q2 2026, its #604 holding.
SBI Securities first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.