AWM
MGK icon

Apollon Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Apollon Wealth Management’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 		$1.2M Buy
13,660
+7,030
+106% +$600K 0.01% 661
2026
Q1 		$487K Sell
6,630
-25
-0.4% -$1.96K 0.01% 869
2025
Q4 		$549K Sell
6,655
-1,070
-14% -$87.9K 0.01% 801
2025
Q3 		$622K Buy
7,725
+5
+0.1% +$384 0.01% 748
2025
Q2 		$565K Sell
7,720
-3,505
-31% -$231K 0.01% 751
2025
Q1 		$693K Sell
11,225
-3,905
-26% -$263K 0.02% 617
2024
Q4 		$1.04M Buy
15,130
+3,345
+28% +$225K 0.02% 501
2024
Q3 		$759K Sell
11,785
-1,110
-9% -$69.2K 0.02% 569
2024
Q2 		$810K Buy
12,895
+1,360
+12% +$79.4K 0.02% 529
2024
Q1 		$661K Sell
11,535
-215
-2% -$11.9K 0.02% 600
2023
Q4 		$610K Sell
11,750
-655
-5% -$31.8K 0.02% 596
2023
Q3 		$563K Sell
12,405
-126,445
-91% -$5.97M 0.03% 520
2023
Q2 		$6.53M Buy
138,850
+126,180
+996% +$5.44M 0.32% 66
2023
Q1 		$518K Buy
12,670
+1,190
+10% +$45.1K 0.03% 526
2022
Q4 		$395K Buy
11,480
+120
+1% +$4.3K 0.03% 582
2022
Q3 		$396K Sell
11,360
-10
-0.1% -$394 0.03% 513
2022
Q2 		$413K Buy
11,370
+10
+0.1% +$402 0.03% 477
2022
Q1 		$535K Buy
11,360
+480
+4% +$22.2K 0.04% 442
2021
Q4 		$568K Buy
10,880
+4,775
+78% +$242K 0.04% 430
2021
Q3 		$287K Hold
6,105
– – 0.04% 358
2021
Q2 		$282K Buy
6,105
+25
+0.4% +$1.1K 0.05% 296
2021
Q1 		$252K Buy
+6,080
New +$251K 0.05% 297

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Apollon Wealth Management's MGK Position: Q2 2026 in Review

Apollon Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 106% in Q2 2026, buying an estimated $600K and bringing the position to 13,660 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #661.

Apollon Wealth Management first reported a position in MGK in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.53M in Q2 2023. 511 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Apollon Wealth Management held 13,660 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.2M as of Q2 2026.
  • Apollon Wealth Management bought 7,030 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $600K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Apollon Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Apollon Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $6.53M in Q2 2023.
  • 511 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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