AMG National Trust Bank’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

AMG National Trust Bank’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	$365K	Sell	4,150 -325	-7%	-$27.7K	0.01%	362
2026 Q1	$329K	Buy	4,475 +325	+8%	+$25.5K	0.01%	415
2025 Q4	$343K	Hold	4,150	–	–	0.01%	381
2025 Q3	$334K	Hold	4,150	–	–	0.01%	387
2025 Q2	$304K	Hold	4,150	–	–	0.01%	382
2025 Q1	$256K	Hold	4,150	–	–	0.01%	396
2024 Q4	$285K	Hold	4,150	–	–	0.01%	395
2024 Q3	$267K	Sell	4,150 -600	-13%	-$37.4K	0.01%	400
2024 Q2	$299K	Buy	4,750 +600	+14%	+$35K	0.01%	385
2024 Q1	$238K	Hold	4,150	–	–	0.01%	399
2023 Q4	$215K	Buy	+4,150	New	+$201K	0.01%	405
2023 Q3	–	Sell	-4,325	Closed	-$204K	–	441
2023 Q2	$204K	Buy	+4,325	New	+$186K	0.01%	427
2022 Q3	–	Sell	-5,150	Closed	-$212K	–	453
2022 Q2	$212K	Hold	5,150	–	–	0.01%	410
2022 Q1	$242K	Hold	5,150	–	–	0.01%	423
2021 Q4	$269K	Hold	5,150	–	–	0.01%	418
2021 Q3	$242K	Hold	5,150	–	–	0.01%	427
2021 Q2	$238K	Sell	5,150 -100	-2%	-$4.4K	0.01%	424
2021 Q1	$217K	Sell	5,250 -400	-7%	-$16.5K	0.01%	416
2020 Q4	$230K	Buy	+5,650	New	+$219K	0.01%	416

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

AMG National Trust Bank's MGK Position: Q2 2026 in Review

AMG National Trust Bank reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.3% in Q2 2026, selling an estimated $27.7K and leaving 4,150 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #362.

AMG National Trust Bank first reported a position in MGK in Q4 2020 and has held it in 19 quarters since. 695 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

AMG National Trust Bank held 4,150 shares of Vanguard Morningstar Mega Cap Growth ETF worth $365K as of Q2 2026.
AMG National Trust Bank sold 325 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $27.7K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #362 holding.
AMG National Trust Bank first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.