Natural Investments’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Natural Investments’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	$453K	Hold	5,160	–	–	0.1%	170
2026 Q1	$379K	Hold	5,160	–	–	0.09%	192
2025 Q4	$425K	Buy	+5,160	New	+$424K	0.11%	172
2025 Q3	–	Sell	-5,160	Closed	-$377K	–	271
2025 Q2	$377K	Hold	5,160	–	–	0.1%	174
2025 Q1	$318K	Buy	5,160 +310	+6%	+$20.9K	0.09%	185
2024 Q4	$333K	Buy	+4,850	New	+$326K	0.09%	182

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

Natural Investments's MGK Position: Q2 2026 in Review

Natural Investments held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 5,160 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #170.

Natural Investments first reported a position in MGK in Q4 2024 and has held it in 6 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Natural Investments held 5,160 shares of Vanguard Morningstar Mega Cap Growth ETF worth $453K as of Q2 2026.
Natural Investments left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.1% of Natural Investments's portfolio in Q2 2026, its #170 holding.
Natural Investments first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.