American Financial & Tax Strategies’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

American Financial & Tax Strategies’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	$7.43M	Sell	84,573 -5,837	-6%	-$498K	3.36%	5
2026 Q1	$6.64M	Buy	90,410 +2,400	+3%	+$189K	3.23%	7
2025 Q4	$7.27M	Buy	88,010 +925	+1%	+$76K	3.62%	5
2025 Q3	$7.01M	Sell	87,085 -3,835	-4%	-$294K	3.5%	5
2025 Q2	$6.66M	Sell	90,920 -385	-0.4%	-$25.4K	3.44%	5
2025 Q1	$5.64M	Sell	91,305 -40	-0%	-$2.7K	3.03%	7
2024 Q4	$6.27M	Buy	91,345 +1,365	+2%	+$91.9K	3.25%	7
2024 Q3	$5.79M	Sell	89,980 -750	-0.8%	-$46.8K	2.94%	7
2024 Q2	$5.7M	Sell	90,730 -2,885	-3%	-$168K	3.01%	7
2024 Q1	$5.37M	Sell	93,615 -6,120	-6%	-$338K	2.88%	7
2023 Q4	$5.18M	Buy	+99,735	New	+$4.84M	2.96%	7

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

American Financial & Tax Strategies's MGK Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.5% in Q2 2026, selling an estimated $498K and leaving 84,573 shares worth $7.43M. The position accounts for 3.36% of the portfolio, ranked #5.

American Financial & Tax Strategies first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 835 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

American Financial & Tax Strategies held 84,573 shares of Vanguard Morningstar Mega Cap Growth ETF worth $7.43M as of Q2 2026.
American Financial & Tax Strategies sold 5,837 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $498K.
Vanguard Morningstar Mega Cap Growth ETF made up 3.36% of American Financial & Tax Strategies's portfolio in Q2 2026, its #5 holding.
American Financial & Tax Strategies first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
835 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.