NWMG
MGK icon

National Wealth Management Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

National Wealth Management 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 		$725K Sell
8,250
-2,745
-25% -$234K 0.22% 93
2026
Q1 		$808K Sell
10,995
-1,885
-15% -$148K 0.3% 80
2025
Q4 		$1.06M Buy
12,880
+830
+7% +$68.2K 0.37% 60
2025
Q3 		$970K Buy
12,050
+105
+0.9% +$8.06K 0.37% 59
2025
Q2 		$875K Buy
11,945
+295
+3% +$19.4K 0.49% 42
2025
Q1 		$720K Buy
11,650
+4,645
+66% +$313K 0.47% 51
2024
Q4 		$481K Buy
7,005
+1,225
+21% +$82.5K 0.32% 73
2024
Q3 		$372K Buy
5,780
+95
+2% +$5.92K 0.25% 95
2024
Q2 		$357K Sell
5,685
-1,380
-20% -$80.5K 0.27% 81
2024
Q1 		$405K Sell
7,065
-20
-0.3% -$1.1K 0.32% 84
2023
Q4 		$368K Sell
7,085
-620
-8% -$30.1K 0.36% 85
2023
Q3 		$350K Buy
7,705
+2,570
+50% +$121K 0.38% 87
2023
Q2 		$243K Sell
5,135
-520
-9% -$22.4K 0.25% 112
2023
Q1 		$238K Sell
5,655
-560
-9% -$21.2K 0.27% 117
2022
Q4 		$214K Sell
6,215
-3,805
-38% -$136K 0.26% 123
2022
Q3 		$349K Buy
+10,020
New +$395K 0.45% 65
2022
Q2 		– Sell
-5,450
Closed -$257K – 127
2022
Q1 		$257K Sell
5,450
-10,980
-67% -$509K 0.25% 93
2021
Q4 		$857K Buy
+16,430
New +$832K 0.8% 38

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

National Wealth Management Group's MGK Position: Q2 2026 in Review

National Wealth Management Group reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 25% in Q2 2026, selling an estimated $234K and leaving 8,250 shares worth $725K. The position accounts for 0.22% of the portfolio, ranked #93.

National Wealth Management Group first reported a position in MGK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q4 2025. 261 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • National Wealth Management Group held 8,250 shares of Vanguard Mega Cap Growth ETF worth $725K as of Q2 2026.
  • National Wealth Management Group sold 2,745 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $234K.
  • Vanguard Mega Cap Growth ETF made up 0.22% of National Wealth Management Group's portfolio in Q2 2026, its #93 holding.
  • National Wealth Management Group first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • National Wealth Management Group's Vanguard Mega Cap Growth ETF position peaked at $1.06M in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.