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StoneX Group’s Vanguard 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
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 0.38% 63
2024
Q2 		$720K Buy
6,038
+646
+12% +$75.9K 0.34% 73
2024
Q1 		$644K Sell
5,392
-22
-0.4% -$2.49K 0.33% 74
2023
Q4 		$592K Buy
5,414
+37
+0.7% +$3.82K 0.32% 80
2023
Q3 		$545K Sell
5,377
-111
-2% -$11.6K 0.3% 85
2023
Q2 		$569K Sell
5,488
-2,672
-33% -$272K 0.32% 86
2023
Q1 		$824K Buy
8,160
+2,164
+36% +$221K 0.49% 44
2022
Q4 		$617K Sell
5,996
-431
-7% -$43.3K 0.09% 182
2022
Q3 		$582K Buy
6,427
+170
+3% +$16.7K 0.11% 143
2022
Q2 		$602K Sell
6,257
-121
-2% -$12.4K 0.1% 154
2022
Q1 		$684K Sell
6,378
-1,422
-18% -$151K 0.06% 257
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 $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

StoneX Group's MGV Position: Q1 2026 in Review

StoneX Group reduced its Vanguard Mega Cap Value ETF (MGV) stake by 3.3% in Q1 2026, selling an estimated $33.3K and leaving 6,497 shares worth $942K. The position accounts for 0.05% of the portfolio, ranked #274.

StoneX Group first reported a position in MGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $949K in Q4 2025. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • StoneX Group held 6,497 shares of Vanguard Mega Cap Value ETF worth $942K as of Q1 2026.
  • StoneX Group sold 225 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $33.3K.
  • Vanguard Mega Cap Value ETF made up 0.05% of StoneX Group's portfolio in Q1 2026, its #274 holding.
  • StoneX Group first reported a position in Vanguard Mega Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • StoneX Group's Vanguard Mega Cap Value ETF position peaked at $949K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.