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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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Nalls Sherbakoff Group held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q4 2025 at 750 shares worth $61.9K. The position accounts for 0.04% of the portfolio, ranked #181.

Nalls Sherbakoff Group first reported a position in MGK in Q1 2025 and has held it in 4 quarters since. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • Nalls Sherbakoff Group held 750 shares of Vanguard Morningstar Mega Cap Growth ETF worth $61.9K as of Q4 2025.
  • Nalls Sherbakoff Group left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #181 holding.
  • Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

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