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Stonebridge Financial Planning Group’s Vanguard 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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stonebridge Financial Planning Group's MGV Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its Vanguard Mega Cap Value ETF (MGV) stake by 0.42% in Q1 2026, selling an estimated $10.1K and leaving 15,981 shares worth $2.32M. The position accounts for 0.85% of the portfolio, ranked #32.

Stonebridge Financial Planning Group first reported a position in MGV in Q1 2025 and has held it in 5 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Stonebridge Financial Planning Group held 15,981 shares of Vanguard Mega Cap Value ETF worth $2.32M as of Q1 2026.
  • Stonebridge Financial Planning Group sold 68 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $10.1K.
  • Vanguard Mega Cap Value ETF made up 0.85% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #32 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Mega Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.