Ameritas Advisory Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Ameritas Advisory Services’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	$11.9M	Sell	135,250 -130,820	-49%	-$11.2M	0.24%	90
2026 Q1	$19.6M	Sell	266,070 -11,285	-4%	-$886K	0.76%	28
2025 Q4	$22.9M	Buy	277,355 +257,105	+1,270%	+$21.1M	0.85%	24
2025 Q3	$1.63M	Sell	20,250 -23,220	-53%	-$1.78M	0.11%	170
2025 Q2	$3.18M	Sell	43,470 -42,225	-49%	-$2.78M	0.17%	131
2025 Q1	$5.47M	Sell	85,695 -102,685	-55%	-$6.93M	0.22%	106
2024 Q4	$12.9M	Buy	188,380 +107,085	+132%	+$7.21M	0.45%	45
2024 Q3	$5.23M	Sell	81,295 -15,205	-16%	-$948K	0.23%	105
2024 Q2	$6.06M	Buy	96,500 +18,045	+23%	+$1.05M	0.23%	89
2024 Q1	$4.41M	Sell	78,455 -37,705	-32%	-$2.08M	0.18%	111
2023 Q4	$6.25M	Sell	116,160 -51,555	-31%	-$2.5M	0.34%	64
2023 Q3	$7.69M	Buy	167,715 +81,305	+94%	+$3.84M	0.38%	50
2023 Q2	$4.03M	Sell	86,410 -76,860	-47%	-$3.31M	0.52%	34
2023 Q1	$6.67M	Sell	163,270 -5,040	-3%	-$191K	0.33%	62
2022 Q4	$5.79M	Buy	168,310 +33,130	+25%	+$1.19M	0.27%	86
2022 Q3	$4.71M	Buy	135,180 +3,455	+3%	+$136K	0.28%	78
2022 Q2	$4.79M	Buy	131,725 +46,960	+55%	+$1.89M	0.28%	75
2022 Q1	$3.99M	Buy	84,765 +16,880	+25%	+$782K	0.15%	115
2021 Q4	$3.54M	Buy	+67,885	New	+$3.44M	0.13%	132

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

Ameritas Advisory Services's MGK Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 49% in Q2 2026, selling an estimated $11.2M and leaving 135,250 shares worth $11.9M. The position accounts for 0.24% of the portfolio, ranked #90.

Ameritas Advisory Services first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.9M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Ameritas Advisory Services held 135,250 shares of Vanguard Morningstar Mega Cap Growth ETF worth $11.9M as of Q2 2026.
Ameritas Advisory Services sold 130,820 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $11.2M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.24% of Ameritas Advisory Services's portfolio in Q2 2026, its #90 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $22.9M in Q4 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.