Wealth Management Nebraska’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wealth Management Nebraska’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	$785K	Buy	8,935 +235	+3%	+$20.1K	0.07%	50
2026 Q1	$640K	Buy	8,700 +1,385	+19%	+$109K	0.06%	51
2025 Q4	$604K	Buy	7,315 +1,685	+30%	+$138K	0.07%	50
2025 Q3	$453K	Buy	5,630 +1,765	+46%	+$135K	0.05%	56
2025 Q2	$282K	Buy	+3,865	New	+$255K	0.04%	65

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

Wealth Management Nebraska's MGK Position: Q2 2026 in Review

Wealth Management Nebraska increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 8,935 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #50.

Wealth Management Nebraska first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Wealth Management Nebraska held 8,935 shares of Vanguard Morningstar Mega Cap Growth ETF worth $785K as of Q2 2026.
Wealth Management Nebraska bought 235 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $20.1K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of Wealth Management Nebraska's portfolio in Q2 2026, its #50 holding.
Wealth Management Nebraska first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.