Stonebridge Financial Group (Pennsylvania)’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$329K	Buy	2,015 +261	+15%	+$40.5K	0.03%	215
2026 Q1	$254K	Sell	1,754 -224	-11%	-$33.2K	0.02%	227
2025 Q4	$279K	Hold	1,978	–	–	0.02%	208
2025 Q3	$272K	Hold	1,978	–	–	0.02%	204
2025 Q2	$260K	Hold	1,978	–	–	0.03%	206
2025 Q1	$255K	Hold	1,978	–	–	0.03%	196
2024 Q4	$247K	Buy	+1,978	New	+$255K	0.03%	208

Other funds holding MGV

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

Morgan Stanley New York $1.89T AUM 35.08% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MGV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 15% in Q2 2026, buying an estimated $40.5K and bringing the position to 2,015 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #215.

Stonebridge Financial Group (Pennsylvania) first reported a position in MGV in Q4 2024 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 2,015 shares of Vanguard Morningstar Mega Cap Value ETF worth $329K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 261 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $40.5K.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #215 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
513 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.