NWMG
MGK icon

National Wealth Management Group’s Vanguard Morningstar 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

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

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

National Wealth Management Group reduced its Vanguard Morningstar 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. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • National Wealth Management Group held 8,250 shares of Vanguard Morningstar Mega Cap Growth ETF worth $725K as of Q2 2026.
  • National Wealth Management Group sold 2,745 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $234K.
  • Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • National Wealth Management Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.06M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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