AF
MGK icon

Apollon Financial’s Vanguard Morningstar 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
Q2 		$10.9M Buy
124,191
+1,181
+1% +$101K 1.29% 16
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Apollon Financial's MGK Position: Q2 2026 in Review

Apollon Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.96% in Q2 2026, buying an estimated $101K and bringing the position to 124,191 shares worth $10.9M. The position accounts for 1.29% of the portfolio, ranked #16.

Apollon Financial first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Apollon Financial held 124,191 shares of Vanguard Morningstar Mega Cap Growth ETF worth $10.9M as of Q2 2026.
  • Apollon Financial bought 1,181 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $101K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 1.29% of Apollon Financial's portfolio in Q2 2026, its #16 holding.
  • Apollon Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.