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Stonegate Investment Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Stonegate Investment 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
2025
Q3 		$220K Hold
1,597
– – 0.01% 379
2025
Q2 		$210K Hold
1,597
– – 0.01% 378
2025
Q1 		$206K Buy
+1,597
New +$206K 0.01% 342
2024
Q4 		– Sell
-1,597
Closed -$205K – 418
2024
Q3 		$205K Buy
+1,597
New +$197K 0.01% 344

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Stonegate Investment Group's MGV Position: Q3 2025 in Review

Stonegate Investment Group held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q3 2025 at 1,597 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #379.

Stonegate Investment Group first reported a position in MGV in Q3 2024 and has held it in 4 quarters since. 507 funds tracked by Wall St. Rank hold MGV as of Q3 2025.

  • Stonegate Investment Group held 1,597 shares of Vanguard Morningstar Mega Cap Value ETF worth $220K as of Q3 2025.
  • Stonegate Investment Group left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q3 2025.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #379 holding.
  • Stonegate Investment Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.