Amara Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Amara Financial’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	$27.8M	Buy	316,007 +3,007	+1%	+$257K	16.62%	1
2026 Q1	$23M	Sell	313,000 -14,930	-5%	-$1.17M	15.86%	2
2025 Q4	$27.1M	Sell	327,930 -20,890	-6%	-$1.72M	18.75%	1
2025 Q3	$28.1M	Buy	348,820 +24,825	+8%	+$1.91M	20.68%	1
2025 Q2	$23.7M	Sell	323,995 -30,715	-9%	-$2.02M	20.9%	1
2025 Q1	$21.9M	Buy	354,710 +1,190	+0.3%	+$80.3K	20.25%	1
2024 Q4	$24.3M	Buy	353,520 +15,735	+5%	+$1.06M	22.41%	1
2024 Q3	$21.8M	Buy	+337,785	New	+$21.1M	20.81%	1

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

Amara Financial's MGK Position: Q2 2026 in Review

Amara Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.96% in Q2 2026, buying an estimated $257K and bringing the position to 316,007 shares worth $27.8M. The position accounts for 16.62% of the portfolio, ranked #1.

Amara Financial first reported a position in MGK in Q3 2024 and has held it in 8 quarters since. The position peaked at $28.1M in Q3 2025. 1,013 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Amara Financial held 316,007 shares of Vanguard Morningstar Mega Cap Growth ETF worth $27.8M as of Q2 2026.
Amara Financial bought 3,007 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $257K.
Vanguard Morningstar Mega Cap Growth ETF made up 16.62% of Amara Financial's portfolio in Q2 2026, its #1 holding.
Amara Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Amara Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $28.1M in Q3 2025.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.