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Golden State Equity Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Golden State Equity Partners’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 		– Sell
-180
Closed -$26.1K – 1171
2026
Q1 		$26.1K Buy
+180
New +$26.7K ﹤0.01% 1034

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Ameriprise
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UBS Group
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MFG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Golden State Equity Partners's MGV Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2026, closing a stake of 180 shares — an estimated $26.1K sold.

Golden State Equity Partners first reported a position in MGV in Q1 2026 and held it in 1 quarter. The position peaked at $26.1K in Q1 2026. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Golden State Equity Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 180 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $26.1K.
  • Golden State Equity Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $26.1K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.