Synovus Financial’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Synovus Financial’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 Q2	–	Sell	-3,351	Closed	-$432K	–	931
2025 Q1	$432K	Buy	3,351 +394	+13%	+$50.9K	0.01%	693
2024 Q4	$370K	Sell	2,957 -2,313	-44%	-$299K	﹤0.01%	711
2024 Q3	$676K	Buy	+5,270	New	+$651K	0.01%	605
2024 Q1	–	Sell	-2,600	Closed	-$284K	–	863
2023 Q4	$284K	Buy	+2,600	New	+$269K	﹤0.01%	733
2020 Q3	–	Sell	-786	Closed	-$57K	–	1146
2020 Q2	$57K	Buy	786 +316	+67%	+$22.9K	﹤0.01%	876
2020 Q1	$31K	Buy	+470	New	+$37.6K	﹤0.01%	1241

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Synovus Financial's MGV Position: Q2 2025 in Review

Synovus Financial sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2025, closing a stake of 3,351 shares — an estimated $432K sold.

Synovus Financial first reported a position in MGV in Q1 2020 and held it in 6 quarters. The position peaked at $676K in Q3 2024. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

Synovus Financial reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Synovus Financial sold 3,351 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2025, an estimated $432K.
Synovus Financial first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2020 and held it in 6 quarters.
Synovus Financial's Vanguard Morningstar Mega Cap Value ETF position peaked at $676K in Q3 2024.
495 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2025.

Based on Synovus Financial's 13F filing for Q2 2025, filed 14 Aug 2025.