Apollon Financial’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Apollon Financial’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 Q1	$9.04M	Buy	123,010 +2,525	+2%	+$198K	1.25%	17
2025 Q4	$9.95M	Buy	120,485 +1,170	+1%	+$96.1K	1.44%	16
2025 Q3	$9.6M	Buy	119,315 +750	+0.6%	+$57.6K	1.6%	16
2025 Q2	$8.68M	Sell	118,565 -1,255	-1%	-$82.7K	1.81%	15
2025 Q1	$7.4M	Sell	119,820 -11,520	-9%	-$777K	1.74%	16
2024 Q4	$9.02M	Buy	131,340 +785	+0.6%	+$52.8K	2.23%	13
2024 Q3	$8.41M	Sell	130,555 -10	-0%	-$624	2.47%	13
2024 Q2	$8.2M	Buy	130,565 +1,305	+1%	+$76.1K	2.65%	12
2024 Q1	$7.41M	Buy	129,260 +3,320	+3%	+$183K	2.56%	12
2023 Q4	$6.54M	Buy	+125,940	New	+$6.11M	2.58%	14

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return