Americana Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Americana Partners’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	$1.08M	Hold	12,335	–	–	0.02%	305
2026 Q1	$906K	Hold	12,335	–	–	0.02%	289
2025 Q4	$1.02M	Sell	12,335 -27,650	-69%	-$2.27M	0.03%	272
2025 Q3	$3.22M	Hold	39,985	–	–	0.1%	164
2025 Q2	$2.93M	Hold	39,985	–	–	0.1%	166
2025 Q1	$2.47M	Hold	39,985	–	–	0.1%	157
2024 Q4	$2.75M	Hold	39,985	–	–	0.11%	155
2024 Q3	$2.57M	Hold	39,985	–	–	0.18%	121
2024 Q2	$2.51M	Hold	39,985	–	–	0.2%	120
2024 Q1	$2.29M	Hold	39,985	–	–	0.19%	123
2023 Q4	$2.08M	Buy	39,985 +6,300	+19%	+$306K	0.2%	113
2023 Q3	$939K	Buy	33,685 +28,935	+609%	+$1.37M	0.1%	157
2023 Q2	$224K	Buy	+4,750	New	+$205K	0.03%	267
2021 Q3	–	Sell	-5,715	Closed	-$264K	–	243
2021 Q2	$264K	Hold	5,715	–	–	0.13%	117
2021 Q1	$236K	Buy	+5,715	New	+$235K	0.15%	97

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

Americana Partners's MGK Position: Q2 2026 in Review

Americana Partners held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 12,335 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #305.

Americana Partners first reported a position in MGK in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.22M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Americana Partners held 12,335 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.08M as of Q2 2026.
Americana Partners left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Americana Partners's portfolio in Q2 2026, its #305 holding.
Americana Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2021 and has held it in 15 quarters since.
Americana Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.22M in Q3 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.