GIA
MGV icon

Gladstone Institutional Advisory’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$829K Buy
5,721
+422
+8% +$62.5K 0.03% 417
2025
Q4 		$748K Sell
5,299
-170
-3% -$23.6K 0.03% 423
2025
Q3 		$753K Buy
5,469
+282
+5% +$37.7K 0.03% 425
2025
Q2 		$681K Hold
5,187
– – 0.03% 419
2025
Q1 		$668K Sell
5,187
-69
-1% -$8.92K 0.03% 400
2024
Q4 		$657K Buy
5,256
+2
+0% +$258 0.03% 397
2024
Q3 		$674K Sell
5,254
-97
-2% -$12K 0.03% 383
2024
Q2 		$634K Hold
5,351
– – 0.03% 377
2024
Q1 		$639K Buy
5,351
+2
+0% +$227 0.04% 369
2023
Q4 		$585K Buy
5,349
+2
+0% +$207 0.03% 384
2023
Q3 		$542K Buy
5,347
+2
+0% +$210 0.04% 373
2023
Q2 		$555K Sell
5,345
-332
-6% -$33.8K 0.03% 384
2023
Q1 		$574K Buy
5,677
+127
+2% +$13K 0.04% 375
2022
Q4 		$571K Buy
5,550
+4
+0.1% +$402 0.04% 371
2022
Q3 		$499K Sell
5,546
-41
-0.7% -$4.03K 0.04% 390
2022
Q2 		$537K Sell
5,587
-98
-2% -$10K 0.04% 394
2022
Q1 		$610K Buy
5,685
+1,616
+40% +$171K 0.04% 384
2021
Q4 		$435K Buy
4,069
+2
+0% +$207 0.03% 407
2021
Q3 		$398K Buy
4,067
+1,062
+35% +$107K 0.04% 380
2021
Q2 		$299K Buy
3,005
+12
+0.4% +$1.19K 0.04% 398
2021
Q1 		$285K Buy
2,993
+39
+1% +$3.55K 0.04% 328
2020
Q4 		$256K Buy
2,954
+1
+0% +$82 0.05% 253
2020
Q3 		$227K Buy
2,953
+75
+3% +$5.76K 0.05% 239
2020
Q2 		$211K Sell
2,878
-583
-17% -$42.2K 0.05% 212
2020
Q1 		$228K Hold
3,461
– – 0.06% 231
2019
Q4 		$302K Sell
3,461
-662
-16% -$55.5K 0.07% 190
2019
Q3 		$336K Buy
4,123
+145
+4% +$11.7K 0.09% 188
2019
Q2 		$320K Sell
3,978
-1,688
-30% -$134K 0.1% 189
2019
Q1 		$442K Sell
5,666
-386
-6% -$29.5K 0.16% 118
2018
Q4 		$433K Buy
+6,052
New +$462K 0.25% 93

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gladstone Institutional Advisory's MGV Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Vanguard Mega Cap Value ETF (MGV) stake by 8% in Q1 2026, buying an estimated $62.5K and bringing the position to 5,721 shares worth $829K. The position accounts for 0.03% of the portfolio, ranked #417.

Gladstone Institutional Advisory first reported a position in MGV in Q4 2018 and has held it in 30 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Gladstone Institutional Advisory held 5,721 shares of Vanguard Mega Cap Value ETF worth $829K as of Q1 2026.
  • Gladstone Institutional Advisory bought 422 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $62.5K.
  • Vanguard Mega Cap Value ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #417 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Mega Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.