NWF Advisory Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

NWF Advisory Services’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 Q1	$14.5M	Buy	197,405 +3,065	+2%	+$241K	1.64%	15
2025 Q4	$16M	Sell	194,340 -5,685	-3%	-$467K	1.77%	14
2025 Q3	$16.1M	Sell	200,025 -21,010	-10%	-$1.61M	1.77%	14
2025 Q2	$16.2M	Sell	221,035 -615	-0.3%	-$40.5K	1.93%	9
2025 Q1	$13.7M	Sell	221,650 -35	-0%	-$2.36K	1.92%	10
2024 Q4	$15.2M	Buy	221,685 +34,875	+19%	+$2.35M	2.23%	9
2024 Q3	$12M	Buy	186,810 +6,575	+4%	+$410K	1.75%	11
2024 Q2	$11.3M	Buy	180,235 +11,830	+7%	+$690K	1.8%	13
2024 Q1	$9.65M	Buy	168,405 +127,620	+313%	+$7.04M	1.61%	14
2023 Q4	$2.12M	Buy	40,785 +27,415	+205%	+$1.33M	0.42%	51
2023 Q3	$607K	Buy	+13,370	New	+$631K	0.14%	116

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NWF Advisory Services's MGK Position: Q1 2026 in Review

NWF Advisory Services increased its Vanguard Mega Cap Growth ETF (MGK) stake by 1.6% in Q1 2026, buying an estimated $241K and bringing the position to 197,405 shares worth $14.5M. The position accounts for 1.64% of the portfolio, ranked #15.

NWF Advisory Services first reported a position in MGK in Q3 2023 and has held it in 11 quarters since. The position peaked at $16.2M in Q2 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

NWF Advisory Services held 197,405 shares of Vanguard Mega Cap Growth ETF worth $14.5M as of Q1 2026.
NWF Advisory Services bought 3,065 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $241K.
Vanguard Mega Cap Growth ETF made up 1.64% of NWF Advisory Services's portfolio in Q1 2026, its #15 holding.
NWF Advisory Services first reported a position in Vanguard Mega Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
NWF Advisory Services's Vanguard Mega Cap Growth ETF position peaked at $16.2M in Q2 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.