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Nations Financial Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Nations Financial 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 		$497K Sell
5,656
-949
-14% -$81K 0.02% 542
2026
Q1 		$485K Sell
6,605
-2,550
-28% -$200K 0.03% 546
2025
Q4 		$756K Sell
9,155
-200
-2% -$16.4K 0.04% 425
2025
Q3 		$753K Sell
9,355
-125
-1% -$9.59K 0.05% 396
2025
Q2 		$694K Hold
9,480
– – 0.05% 382
2025
Q1 		$586K Sell
9,480
-1,495
-14% -$101K 0.04% 388
2024
Q4 		$754K Sell
10,975
-1,480
-12% -$99.6K 0.06% 343
2024
Q3 		$802K Sell
12,455
-585
-4% -$36.5K 0.06% 318
2024
Q2 		$820K Sell
13,040
-365
-3% -$21.3K 0.07% 297
2024
Q1 		$769K Sell
13,405
-930
-6% -$51.3K 0.06% 311
2023
Q4 		$744K Sell
14,335
-4,565
-24% -$221K 0.07% 293
2023
Q3 		$858K Buy
18,900
+1,275
+7% +$60.2K 0.09% 257
2023
Q2 		$830K Sell
17,625
-1,620
-8% -$69.8K 0.08% 269
2023
Q1 		$787K Sell
19,245
-1,235
-6% -$46.8K 0.08% 268
2022
Q4 		$705K Buy
20,480
+4,000
+24% +$143K 0.08% 280
2022
Q3 		$574K Buy
16,480
+7,895
+92% +$311K 0.08% 259
2022
Q2 		$312K Buy
8,585
+2,255
+36% +$90.7K 0.04% 399
2022
Q1 		$298K Sell
6,330
-365
-5% -$16.9K 0.04% 422
2021
Q4 		$349K Hold
6,695
– – 0.05% 358
2021
Q3 		$314K Hold
6,695
– – 0.05% 348
2021
Q2 		$310K Buy
6,695
+500
+8% +$22K 0.05% 325
2021
Q1 		$257K Sell
6,195
-160
-3% -$6.59K 0.06% 315
2020
Q4 		$259K Sell
6,355
-1,940
-23% -$75.1K 0.07% 282
2020
Q3 		$308K Buy
+8,295
New +$299K 0.1% 225

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
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 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

Nations Financial Group's MGK Position: Q2 2026 in Review

Nations Financial Group reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 14% in Q2 2026, selling an estimated $81K and leaving 5,656 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #542.

Nations Financial Group first reported a position in MGK in Q3 2020 and has held it in 24 quarters since. The position peaked at $858K in Q3 2023. 334 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Nations Financial Group held 5,656 shares of Vanguard Mega Cap Growth ETF worth $497K as of Q2 2026.
  • Nations Financial Group sold 949 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $81K.
  • Vanguard Mega Cap Growth ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #542 holding.
  • Nations Financial Group first reported a position in Vanguard Mega Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Nations Financial Group's Vanguard Mega Cap Growth ETF position peaked at $858K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.