Garden State Investment Advisory Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Garden State Investment Advisory Services’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Buy	1,374 +3	+0.2%	+$797	0.07%	220
2026 Q1	$324K	Buy	1,371 +2	+0.1%	+$496	0.07%	215
2025 Q4	$344K	Buy	1,369 +2	+0.1%	+$497	0.08%	211
2025 Q3	$334K	Buy	1,367 +3	+0.2%	+$702	0.07%	210
2025 Q2	$307K	Buy	1,364 +150	+12%	+$31K	0.08%	221
2025 Q1	$245K	Buy	1,214 +1	+0.1%	+$213	0.08%	207
2024 Q4	$258K	Hold	1,213	–	–	0.08%	206
2024 Q3	$251K	Hold	1,213	–	–	0.08%	191
2024 Q2	$239K	Hold	1,213	–	–	0.08%	191
2024 Q1	$227K	Hold	1,213	–	–	0.08%	198
2023 Q4	$205K	Sell	1,213 -440	-27%	-$70K	0.08%	197
2023 Q3	$251K	Sell	1,653 -60	-4%	-$9.45K	0.12%	155
2023 Q2	$268K	Hold	1,713	–	–	0.11%	155
2023 Q1	$245K	Hold	1,713	–	–	0.11%	159
2022 Q4	$227K	Buy	+1,713	New	+$229K	0.13%	157

Other funds holding MGC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Garden State Investment Advisory Services's MGC Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.22% in Q2 2026, buying an estimated $797 and bringing the position to 1,374 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #220.

Garden State Investment Advisory Services first reported a position in MGC in Q4 2022 and has held it in 15 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Garden State Investment Advisory Services held 1,374 shares of Vanguard Morningstar Mega Cap ETF worth $376K as of Q2 2026.
Garden State Investment Advisory Services bought 3 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $797.
Vanguard Morningstar Mega Cap ETF made up 0.07% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #220 holding.
Garden State Investment Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 15 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.