Berger Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Berger Financial Group’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	$5.64M	Buy	64,100 +485	+0.8%	+$41.4K	0.29%	74
2026 Q1	$4.67M	Buy	63,615 +4,590	+8%	+$361K	0.26%	87
2025 Q4	$4.87M	Buy	59,025 +6,660	+13%	+$547K	0.28%	78
2025 Q3	$4.21M	Buy	52,365 +22,285	+74%	+$1.71M	0.25%	92
2025 Q2	$2.2M	Buy	30,080 +1,280	+4%	+$84.4K	0.14%	125
2025 Q1	$1.78M	Buy	28,800 +11,630	+68%	+$785K	0.12%	130
2024 Q4	$1.18M	Buy	17,170 +4,860	+39%	+$327K	0.08%	164
2024 Q3	$793K	Buy	+12,310	New	+$768K	0.06%	179

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

Berger Financial Group's MGK Position: Q2 2026 in Review

Berger Financial Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.76% in Q2 2026, buying an estimated $41.4K and bringing the position to 64,100 shares worth $5.64M. The position accounts for 0.29% of the portfolio, ranked #74.

Berger Financial Group first reported a position in MGK in Q3 2024 and has held it in 8 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Berger Financial Group held 64,100 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.64M as of Q2 2026.
Berger Financial Group bought 485 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $41.4K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.29% of Berger Financial Group's portfolio in Q2 2026, its #74 holding.
Berger Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.