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

Stonebridge Financial Group’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	$1.33M	Buy	+8,143	New	+$1.26M	0.18%	87

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

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

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

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

Stonebridge Financial Group opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 8,143 shares worth $1.33M. The stake represents 0.18% of the portfolio and ranks #87 among its holdings.

579 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Stonebridge Financial Group held 8,143 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.33M as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Stonebridge Financial Group position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.18% of Stonebridge Financial Group's portfolio in Q2 2026, its #87 holding.
579 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.