AmeriFlex Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

AmeriFlex Group’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	$317K	Buy	3,610 +680	+23%	+$58K	0.13%	149
2026 Q1	$215K	Hold	2,930	–	–	0.11%	165
2025 Q4	$242K	Sell	2,930 -2,930	-50%	-$241K	0.13%	149
2025 Q3	$472K	Buy	5,860 +2,340	+66%	+$180K	0.18%	113
2025 Q2	$255K	Sell	3,520 -10	-0.3%	-$659	0.13%	142
2025 Q1	$218K	Hold	3,530	–	–	0.09%	217
2024 Q4	$246K	Buy	+3,530	New	+$238K	0.11%	170

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

AmeriFlex Group's MGK Position: Q2 2026 in Review

AmeriFlex Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 23% in Q2 2026, buying an estimated $58K and bringing the position to 3,610 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #149.

AmeriFlex Group first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $472K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

AmeriFlex Group held 3,610 shares of Vanguard Morningstar Mega Cap Growth ETF worth $317K as of Q2 2026.
AmeriFlex Group bought 680 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $58K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of AmeriFlex Group's portfolio in Q2 2026, its #149 holding.
AmeriFlex Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $472K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.