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Nadler Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Nadler Financial Group’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 		$236K Buy
+2,690
New +$230K 0.02% 131
2026
Q1 		– Sell
-2,690
Closed -$222K – 146
2025
Q4 		$222K Hold
2,690
– – 0.02% 129
2025
Q3 		$217K Buy
+2,690
New +$206K 0.02% 128

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Nadler Financial Group's MGK Position: Q2 2026 in Review

Nadler Financial Group opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,690 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #131 among its holdings. This is a return to the name: Nadler Financial Group previously reported a position in MGK as recently as Q4 2025.

Nadler Financial Group first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Nadler Financial Group held 2,690 shares of Vanguard Morningstar Mega Cap Growth ETF worth $236K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Nadler Financial Group position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Nadler Financial Group's portfolio in Q2 2026, its #131 holding.
  • Nadler Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.