First Affirmative Financial Network’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

First Affirmative Financial Network’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 Q3	$576K	Buy	+6,215	New	+$554K	0.13%	160
2026 Q1	$457K	Buy	+6,215	New	+$488K	0.18%	144
2025 Q3	$500K	Hold	6,215	–	–	0.24%	109
2025 Q2	$455K	Hold	6,215	–	–	0.23%	112
2025 Q1	$384K	Hold	6,215	–	–	0.24%	122
2024 Q4	$427K	Hold	6,215	–	–	0.25%	106
2024 Q3	$400K	Hold	6,215	–	–	0.22%	129
2024 Q2	$391K	Hold	6,215	–	–	0.27%	112
2024 Q1	$356K	Hold	6,215	–	–	0.26%	119
2023 Q4	$323K	Hold	6,215	–	–	0.26%	130
2023 Q3	$282K	Hold	6,215	–	–	0.28%	120
2023 Q2	$293K	Hold	6,215	–	–	0.29%	114
2023 Q1	$254K	Hold	6,215	–	–	0.29%	104
2022 Q4	$214K	Hold	6,215	–	–	0.26%	131
2022 Q3	$217K	Hold	6,215	–	–	0.28%	116
2022 Q2	$226K	Hold	6,215	–	–	0.26%	116
2022 Q1	$293K	Hold	6,215	–	–	0.28%	111
2021 Q4	$324K	Hold	6,215	–	–	0.3%	98
2021 Q3	$292K	Buy	+6,215	New	+$301K	0.3%	94

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

First Affirmative Financial Network's MGK Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026: 6,215 shares worth $576K. The stake represents 0.13% of the portfolio and ranks #160 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MGK as recently as Q1 2026.

First Affirmative Financial Network first reported a position in MGK in Q3 2021 and has held it in 19 quarters since. 345 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

First Affirmative Financial Network held 6,215 shares of Vanguard Morningstar Mega Cap Growth ETF worth $576K as of Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new First Affirmative Financial Network position in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of First Affirmative Financial Network's portfolio in Q3 2026, its #160 holding.
First Affirmative Financial Network first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
345 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.