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

Garden State 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 		$468K Buy
2,861
+277
+11% +$43K 0.08% 187
2026
Q1 		$375K Buy
2,584
+148
+6% +$21.9K 0.08% 196
2025
Q4 		$344K Sell
2,436
-393
-14% -$54.6K 0.08% 212
2025
Q3 		$390K Buy
2,829
+239
+9% +$32K 0.09% 191
2025
Q2 		$340K Buy
2,590
+1
+0% +$125 0.09% 206
2025
Q1 		$334K Sell
2,589
-44
-2% -$5.69K 0.11% 172
2024
Q4 		$329K Sell
2,633
-77
-3% -$9.94K 0.1% 166
2024
Q3 		$348K Buy
2,710
+400
+17% +$49.4K 0.11% 156
2024
Q2 		$274K Buy
2,310
+425
+23% +$50K 0.09% 173
2024
Q1 		$225K Buy
1,885
+1
+0.1% +$113 0.08% 199
2023
Q4 		$206K Buy
+1,884
New +$195K 0.08% 196
2023
Q3 		– Sell
-3,110
Closed -$323K – 235
2023
Q2 		$323K Sell
3,110
-191
-6% -$19.4K 0.13% 135
2023
Q1 		$333K Buy
3,301
+6
+0.2% +$613 0.14% 124
2022
Q4 		$339K Buy
+3,295
New +$331K 0.2% 115

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Garden State Investment Advisory Services increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 11% in Q2 2026, buying an estimated $43K and bringing the position to 2,861 shares worth $468K. The position accounts for 0.08% of the portfolio, ranked #187.

Garden State Investment Advisory Services first reported a position in MGV in Q4 2022 and has held it in 14 quarters since. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Garden State Investment Advisory Services held 2,861 shares of Vanguard Morningstar Mega Cap Value ETF worth $468K as of Q2 2026.
  • Garden State Investment Advisory Services bought 277 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $43K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.08% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #187 holding.
  • Garden State Investment Advisory Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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