N.E.W. Advisory Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

N.E.W. Advisory Services’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.86M	Sell	32,504 -476	-1%	-$40.6K	0.19%	63
2026 Q1	$2.42M	Buy	32,980 +2,365	+8%	+$186K	0.18%	66
2025 Q4	$2.53M	Sell	30,615 -3,315	-10%	-$272K	0.19%	65
2025 Q3	$2.73M	Buy	33,930 +1,370	+4%	+$105K	0.24%	47
2025 Q2	$2.38M	Sell	32,560 -935	-3%	-$61.6K	0.23%	48
2025 Q1	$2.07M	Buy	33,495 +230	+0.7%	+$15.5K	0.16%	66
2024 Q4	$2.28M	Buy	33,265 +2,555	+8%	+$172K	0.22%	59
2024 Q3	$1.98M	Buy	30,710 +8,615	+39%	+$537K	0.19%	58
2024 Q2	$1.39M	Sell	22,095 -10,085	-31%	-$588K	0.15%	61
2024 Q1	$1.84M	Buy	32,180 +500	+2%	+$27.6K	0.2%	58
2023 Q4	$1.64M	Buy	31,680 +245	+0.8%	+$11.9K	0.2%	56
2023 Q3	$1.43M	Sell	31,435 -145	-0.5%	-$6.84K	0.2%	58
2023 Q2	$1.49M	Sell	31,580 -1,050	-3%	-$45.2K	0.21%	47
2023 Q1	$1.33M	Buy	32,630 +640	+2%	+$24.3K	0.19%	48
2022 Q4	$1.1M	Buy	31,990 +270	+0.9%	+$9.67K	0.17%	53
2022 Q3	$1.11M	Buy	31,720 +1,290	+4%	+$50.8K	0.2%	49
2022 Q2	$1.11M	Buy	30,430 +2,820	+10%	+$113K	0.19%	48
2022 Q1	$1.14M	Sell	27,610 -2,900	-10%	-$134K	0.22%	49
2021 Q4	$1.59M	Buy	30,510 +2,540	+9%	+$129K	0.24%	42
2021 Q3	$1.31M	Sell	27,970 -1,085	-4%	-$52.5K	0.21%	46
2021 Q2	$1.34M	Buy	29,055 +1,445	+5%	+$63.6K	0.23%	45
2021 Q1	$1.16M	Buy	27,610 +11,880	+76%	+$490K	0.22%	50
2020 Q4	$640K	Buy	15,730 +5,095	+48%	+$197K	0.13%	77
2020 Q3	$395K	Buy	+10,635	New	+$383K	0.11%	69

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

VIA

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

N.E.W. Advisory Services's MGK Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.4% in Q2 2026, selling an estimated $40.6K and leaving 32,504 shares worth $2.86M. The position accounts for 0.19% of the portfolio, ranked #63.

N.E.W. Advisory Services first reported a position in MGK in Q3 2020 and has held it in 24 quarters since. 762 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

N.E.W. Advisory Services held 32,504 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.86M as of Q2 2026.
N.E.W. Advisory Services sold 476 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $40.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.19% of N.E.W. Advisory Services's portfolio in Q2 2026, its #63 holding.
N.E.W. Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
762 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.