CIAS
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Capital Investment Advisory Services’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Capital Investment Advisory Services’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 		$695K Buy
4,250
+113
+3% +$17.5K 0.04% 375
2026
Q1 		$600K Buy
4,137
+48
+1% +$7.11K 0.04% 364
2025
Q4 		$577K Buy
4,089
+3
+0.1% +$417 0.04% 354
2025
Q3 		$563K Sell
4,086
-330
-7% -$44.1K 0.04% 340
2025
Q2 		$579K Sell
4,416
-364
-8% -$45.6K 0.05% 316
2025
Q1 		$616K Buy
+4,780
New +$618K 0.06% 280
2024
Q1 		– Sell
-1,573
Closed -$172K – 994
2023
Q4 		$172K Buy
1,573
+39
+3% +$4.03K 0.02% 513
2023
Q3 		$156K Buy
1,534
+19
+1% +$1.99K 0.02% 504
2023
Q2 		$157K Buy
1,515
+83
+6% +$8.44K 0.02% 488
2023
Q1 		$145K Hold
1,432
– – 0.02% 497
2022
Q4 		$147K Buy
1,432
+3
+0.2% +$302 0.02% 497
2022
Q3 		$128K Hold
1,429
– – 0.02% 480
2022
Q2 		$137K Hold
1,429
– – 0.02% 488
2022
Q1 		$153K Sell
1,429
-50
-3% -$5.3K 0.02% 524
2021
Q4 		$158K Hold
1,479
– – 0.02% 501
2021
Q3 		$145K Sell
1,479
-5
-0.3% -$505 0.02% 481
2021
Q2 		$148K Hold
1,484
– – 0.02% 490
2021
Q1 		$141K Hold
1,484
– – 0.02% 453
2020
Q4 		$129K Buy
+1,484
New +$122K 0.02% 447
2020
Q3 		– Sell
-1,506
Closed -$110K – 650
2020
Q2 		$110K Hold
1,506
– – 0.02% 354
2020
Q1 		$99K Sell
1,506
-2
-0.1% -$160 0.02% 335
2019
Q4 		$131K Hold
1,508
– – 0.04% 331
2019
Q3 		$123K Hold
1,508
– – 0.03% 347
2019
Q2 		$122K Sell
1,508
-191
-11% -$15.1K 0.04% 353
2019
Q1 		$133K Hold
1,699
– – 0.05% 281
2018
Q4 		$121K Buy
+1,699
New +$130K 0.05% 264

Other funds holding MGV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BWM
Braeburn Wealth Management Muskegon, Michigan $233M AUM
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Capital Investment Advisory Services's MGV Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Vanguard Mega Cap Value ETF (MGV) stake by 2.7% in Q2 2026, buying an estimated $17.5K and bringing the position to 4,250 shares worth $695K. The position accounts for 0.04% of the portfolio, ranked #375.

Capital Investment Advisory Services first reported a position in MGV in Q4 2018 and has held it in 26 quarters since. 182 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Capital Investment Advisory Services held 4,250 shares of Vanguard Mega Cap Value ETF worth $695K as of Q2 2026.
  • Capital Investment Advisory Services bought 113 Vanguard Mega Cap Value ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Mega Cap Value ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #375 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Mega Cap Value ETF in Q4 2018 and has held it in 26 quarters since.
  • 182 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.