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Newbridge Financial Services Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Newbridge Financial Services 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 		$75.7K Buy
861
+366
+74% +$31.2K 0.01% 388
2026
Q1 		$36.4K Hold
495
– – 0.01% 502
2025
Q4 		$40.9K Buy
495
+385
+350% +$31.6K 0.01% 473
2025
Q3 		$8.86K Sell
110
-45
-29% -$3.45K ﹤0.01% 922
2025
Q2 		$11.4K Hold
155
– – ﹤0.01% 853
2025
Q1 		$9.58K Hold
155
– – ﹤0.01% 693
2024
Q4 		$10.7K Buy
+155
New +$10.4K ﹤0.01% 719
2024
Q3 		– Sell
-155
Closed -$9.74K – 929
2024
Q2 		$9.74K Hold
155
– – ﹤0.01% 715
2024
Q1 		$8.89K Sell
155
-80
-34% -$4.41K ﹤0.01% 799
2023
Q4 		$12.2K Hold
235
– – 0.01% 694
2023
Q3 		$10.7K Hold
235
– – 0.01% 807
2023
Q2 		$11.1K Hold
235
– – 0.01% 862
2023
Q1 		$9.61K Hold
235
– – 0.01% 920
2022
Q4 		$8.09K Sell
235
-1,000
-81% -$35.8K ﹤0.01% 956
2022
Q3 		$43K Hold
1,235
– – 0.03% 492
2022
Q2 		$45K Sell
1,235
-30
-2% -$1.21K 0.03% 426
2022
Q1 		$60K Buy
1,265
+170
+16% +$7.88K 0.03% 428
2021
Q4 		$57K Buy
+1,095
New +$55.5K 0.03% 427

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

Newbridge Financial Services Group's MGK Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 74% in Q2 2026, buying an estimated $31.2K and bringing the position to 861 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #388.

Newbridge Financial Services Group first reported a position in MGK in Q4 2021 and has held it in 18 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Newbridge Financial Services Group held 861 shares of Vanguard Morningstar Mega Cap Growth ETF worth $75.7K as of Q2 2026.
  • Newbridge Financial Services Group bought 366 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $31.2K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #388 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.