NBT Bank’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

NBT Bank’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	–	Sell	-2,205	Closed	-$162K	–	1128
2026 Q1	$162K	Buy	2,205 +140	+7%	+$11K	0.01%	388
2025 Q4	$26.8K	Buy	2,065 +55	+3%	+$4.52K	﹤0.01%	569
2025 Q3	$34.2K	Buy	2,010 +1,585	+373%	+$122K	﹤0.01%	541
2025 Q2	$31.1K	Hold	425	–	–	﹤0.01%	547
2025 Q1	$26.3K	Hold	425	–	–	﹤0.01%	564
2024 Q4	$29.2K	Buy	425 +50	+13%	+$3.37K	﹤0.01%	551
2024 Q3	$24.1K	Hold	375	–	–	﹤0.01%	605
2024 Q2	$23.6K	Hold	375	–	–	﹤0.01%	436
2024 Q1	$21.5K	Hold	375	–	–	﹤0.01%	443
2023 Q4	$19.5K	Buy	+375	New	+$18.2K	﹤0.01%	438

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

NBT Bank's MGK Position: Q2 2026 in Review

NBT Bank sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 2,205 shares — an estimated $162K sold.

NBT Bank first reported a position in MGK in Q4 2023 and held it in 10 quarters. The position peaked at $162K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

NBT Bank reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 2,205 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $162K.
NBT Bank first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 10 quarters.
NBT Bank's Vanguard Morningstar Mega Cap Growth ETF position peaked at $162K in Q1 2026.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.