Nalls Sherbakoff Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Nalls Sherbakoff Group’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$576	Hold	2	–	–	﹤0.01%	359
2026 Q1	$496	Hold	2	–	–	﹤0.01%	394
2025 Q4	$526	Hold	2	–	–	﹤0.01%	421
2025 Q3	$508	Hold	2	–	–	﹤0.01%	411
2025 Q2	$467	Hold	2	–	–	﹤0.01%	413
2025 Q1	$418	Buy	+2	New	+$426	﹤0.01%	421
2023 Q4	$179	Hold	1	–	–	﹤0.01%	444
2023 Q3	$160	Hold	1	–	–	﹤0.01%	453
2023 Q2	$154	Hold	1	–	–	﹤0.01%	473
2023 Q1	$148	Buy	+1	New	+$138	﹤0.01%	508

Other funds holding MGC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Nalls Sherbakoff Group's MGC Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 2 shares worth $576. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Nalls Sherbakoff Group first reported a position in MGC in Q1 2023 and has held it in 10 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Nalls Sherbakoff Group held 2 shares of Vanguard Morningstar Mega Cap ETF worth $576 as of Q2 2026.
Nalls Sherbakoff Group left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #359 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2023 and has held it in 10 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.