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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nalls Sherbakoff Group's MGC Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q4 2025 at 2 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Nalls Sherbakoff Group first reported a position in MGC in Q1 2023 and has held it in 8 quarters since. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

  • Nalls Sherbakoff Group held 2 shares of Vanguard Morningstar Mega Cap ETF worth $526 as of Q4 2025.
  • Nalls Sherbakoff Group left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #421 holding.
  • Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2023 and has held it in 8 quarters since.
  • 525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.