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

Nalls Sherbakoff 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	$65.9K	Hold	750	–	–	0.05%	161
2026 Q1	$55.1K	Hold	750	–	–	0.04%	184
2025 Q4	$61.9K	Hold	750	–	–	0.04%	181
2025 Q3	$60.4K	Hold	750	–	–	0.04%	192
2025 Q2	$54.9K	Hold	750	–	–	0.04%	192
2025 Q1	$46.3K	Buy	+750	New	+$50.6K	0.04%	192

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

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

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

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

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

VIA

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

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

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

Nalls Sherbakoff Group held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 750 shares worth $65.9K. The position accounts for 0.05% of the portfolio, ranked #161.

Nalls Sherbakoff Group first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Nalls Sherbakoff Group held 750 shares of Vanguard Morningstar Mega Cap Growth ETF worth $65.9K as of Q2 2026.
Nalls Sherbakoff Group left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #161 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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