UMB Bank’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

UMB Bank’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	$144K	Sell	882 -59	-6%	-$9.15K	﹤0.01%	880
2026 Q1	$136K	Sell	941 -158	-14%	-$23.4K	﹤0.01%	834
2025 Q4	$155K	Sell	1,099 -21	-2%	-$2.92K	﹤0.01%	762
2025 Q3	$154K	Hold	1,120	–	–	﹤0.01%	697
2025 Q2	$147K	Sell	1,120 -133	-11%	-$16.7K	﹤0.01%	688
2025 Q1	$161K	Hold	1,253	–	–	﹤0.01%	613
2024 Q4	$157K	Hold	1,253	–	–	﹤0.01%	605
2024 Q3	$161K	Hold	1,253	–	–	﹤0.01%	615
2024 Q2	$148K	Hold	1,253	–	–	﹤0.01%	615
2024 Q1	$150K	Hold	1,253	–	–	﹤0.01%	623
2023 Q4	$137K	Hold	1,253	–	–	﹤0.01%	649
2023 Q3	$127K	Hold	1,253	–	–	﹤0.01%	650
2023 Q2	$130K	Hold	1,253	–	–	﹤0.01%	658
2023 Q1	$127K	Hold	1,253	–	–	﹤0.01%	650
2022 Q4	$129K	Sell	1,253 -62	-5%	-$6.24K	﹤0.01%	654
2022 Q3	$118K	Buy	+1,315	New	+$129K	﹤0.01%	691

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

UMB Bank's MGV Position: Q2 2026 in Review

UMB Bank reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 6.3% in Q2 2026, selling an estimated $9.15K and leaving 882 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

UMB Bank first reported a position in MGV in Q3 2022 and has held it in 16 quarters since. The position peaked at $161K in Q1 2025. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

UMB Bank held 882 shares of Vanguard Morningstar Mega Cap Value ETF worth $144K as of Q2 2026.
UMB Bank sold 59 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $9.15K.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #880 holding.
UMB Bank first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
UMB Bank's Vanguard Morningstar Mega Cap Value ETF position peaked at $161K in Q1 2025.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.