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

StoneX 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 		$1.06M Buy
6,500
+3
+0% +$465 0.04% 336
2026
Q1 		$942K Sell
6,497
-225
-3% -$33.3K 0.05% 274
2025
Q4 		$949K Sell
6,722
-15
-0.2% -$2.08K 0.04% 366
2025
Q3 		$933K Buy
6,737
+102
+2% +$13.6K 0.04% 382
2025
Q2 		$875K Sell
6,635
-124
-2% -$15.6K 0.04% 365
2025
Q1 		$871K Sell
6,759
-207
-3% -$26.8K 0.05% 321
2024
Q4 		$870K Buy
6,966
+396
+6% +$51.1K 0.05% 317
2024
Q3 		$843K Buy
6,570
+532
+9% +$65.7K 0.06% 249
2024
Q2 		$720K Buy
6,038
+646
+12% +$75.9K 0.06% 264
2024
Q1 		$644K Sell
5,392
-22
-0.4% -$2.49K 0.06% 267
2023
Q4 		$592K Buy
5,414
+37
+0.7% +$3.82K 0.06% 271
2023
Q3 		$545K Sell
5,377
-111
-2% -$11.6K 0.06% 277
2023
Q2 		$569K Sell
5,488
-2,672
-33% -$272K 0.06% 276
2023
Q1 		$824K Buy
8,160
+2,164
+36% +$221K 0.09% 203
2022
Q4 		$617K Sell
5,996
-431
-7% -$43.3K 0.07% 247
2022
Q3 		$582K Buy
6,427
+170
+3% +$16.7K 0.08% 239
2022
Q2 		$602K Sell
6,257
-121
-2% -$12.4K 0.07% 254
2022
Q1 		$684K Sell
6,378
-1,422
-18% -$151K 0.06% 293
2021
Q4 		$834K Buy
7,800
+222
+3% +$23K 0.1% 201
2021
Q3 		$746K Sell
7,578
-175
-2% -$17.7K 0.11% 196
2021
Q2 		$772K Buy
7,753
+1,823
+31% +$181K 0.11% 186
2021
Q1 		$565K Buy
5,930
+3,108
+110% +$283K 0.1% 200
2020
Q4 		$245K Buy
+2,822
New +$231K 0.05% 308

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

StoneX Group's MGV Position: Q2 2026 in Review

StoneX Group increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.05% in Q2 2026, buying an estimated $465 and bringing the position to 6,500 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #336.

StoneX Group first reported a position in MGV in Q4 2020 and has held it in 23 quarters since. 601 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • StoneX Group held 6,500 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.06M as of Q2 2026.
  • StoneX Group bought 3 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $465.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.04% of StoneX Group's portfolio in Q2 2026, its #336 holding.
  • StoneX Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 601 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.