Stonebridge Financial Group, LLC/CA’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$1.33M	Buy	+8,143	New	+$1.26M	0.18%	87

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's MGV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026: 8,143 shares worth $1.33M. The stake represents 0.18% of the portfolio and ranks #87 among its holdings.

511 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 8,143 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.33M as of Q2 2026.
Vanguard Morningstar Mega Cap Value ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.18% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #87 holding.
511 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.