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

Stonebridge Financial Planning 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	$2.68M	Buy	16,422 +441	+3%	+$68.4K	0.86%	28
2026 Q1	$2.32M	Sell	15,981 -68	-0.4%	-$10.1K	0.85%	32
2025 Q4	$2.27M	Buy	16,049 +16	+0.1%	+$2.23K	0.82%	33
2025 Q3	$2.21M	Buy	16,033 +871	+6%	+$117K	0.83%	37
2025 Q2	$1.99M	Buy	15,162 +5,040	+50%	+$632K	0.83%	36
2025 Q1	$1.3M	Buy	+10,122	New	+$1.31M	0.6%	52

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

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

Stonebridge Financial Planning Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 2.8% in Q2 2026, buying an estimated $68.4K and bringing the position to 16,422 shares worth $2.68M. The position accounts for 0.86% of the portfolio, ranked #28.

Stonebridge Financial Planning Group first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Stonebridge Financial Planning Group held 16,422 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.68M as of Q2 2026.
Stonebridge Financial Planning Group bought 441 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $68.4K.
Vanguard Morningstar Mega Cap Value ETF made up 0.86% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #28 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.