NWF Advisory Services
MGK icon

NWF Advisory Services’s Vanguard Morningstar 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
Q3 		$19.1M Buy
206,302
+423
+0.2% +$37.7K 1.78% 10
2026
Q2 		$18.1M Buy
205,879
+8,474
+4% +$723K 1.7% 12
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 		$9.7M 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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ZC
Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

NWF Advisory Services's MGK Position: Q3 2026 in Review

NWF Advisory Services increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.21% in Q3 2026, buying an estimated $37.7K and bringing the position to 206,302 shares worth $19.1M. The position accounts for 1.78% of the portfolio, ranked #10.

NWF Advisory Services first reported a position in MGK in Q3 2023 and has held it in 13 quarters since. 227 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • NWF Advisory Services held 206,302 shares of Vanguard Morningstar Mega Cap Growth ETF worth $19.1M as of Q3 2026.
  • NWF Advisory Services bought 423 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $37.7K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 1.78% of NWF Advisory Services's portfolio in Q3 2026, its #10 holding.
  • NWF Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • 227 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.