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

NFC 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 		$554K Buy
6,300
+2,780
+79% +$237K 0.14% 34
2026
Q1 		$259K Hold
3,520
– – 0.07% 41
2025
Q4 		$290K Hold
3,520
– – 0.08% 38
2025
Q3 		$283K Buy
+3,520
New +$270K 0.08% 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

NFC Investments's MGK Position: Q2 2026 in Review

NFC Investments increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 79% in Q2 2026, buying an estimated $237K and bringing the position to 6,300 shares worth $554K. The position accounts for 0.14% of the portfolio, ranked #34.

NFC Investments first reported a position in MGK in Q3 2025 and has held it in 4 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • NFC Investments held 6,300 shares of Vanguard Morningstar Mega Cap Growth ETF worth $554K as of Q2 2026.
  • NFC Investments bought 2,780 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $237K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.14% of NFC Investments's portfolio in Q2 2026, its #34 holding.
  • NFC Investments first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on NFC Investments's 13F filing for Q2 2026, filed 13 Aug 2026.