MFG
MGK icon

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

Merit 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 		$320M Buy
3,641,886
+929,921
+34% +$79.4M 1.95% 6
2026
Q1 		$199M Sell
2,711,965
-451,745
-14% -$35.5M 1.48% 8
2025
Q4 		$261M Buy
3,163,710
+468,915
+17% +$38.5M 2.09% 5
2025
Q3 		$217M Buy
2,694,795
+905,660
+51% +$69.5M 1.99% 5
2025
Q2 		$131M Sell
1,789,135
-10,055
-0.6% -$663K 1.46% 13
2025
Q1 		$111M Buy
1,799,190
+575,915
+47% +$38.9M 1.66% 9
2024
Q4 		$84M Buy
1,223,275
+132,745
+12% +$8.93M 1.51% 12
2024
Q3 		$70.2M Buy
1,090,530
+30,080
+3% +$1.88M 1.57% 12
2024
Q2 		$66.6M Buy
1,060,450
+84,200
+9% +$4.91M 1.47% 13
2024
Q1 		$55M Buy
976,250
+341,385
+54% +$18.8M 1.31% 14
2023
Q4 		$33M Buy
634,865
+153,545
+32% +$7.45M 1% 20
2023
Q3 		$21.8M Buy
481,320
+50,535
+12% +$2.38M 0.71% 21
2023
Q2 		$20.3M Buy
430,785
+55,465
+15% +$2.39M 0.66% 23
2023
Q1 		$15.4M Buy
375,320
+74,175
+25% +$2.81M 0.56% 29
2022
Q4 		$10.4M Sell
301,145
-104,935
-26% -$3.76M 0.37% 38
2022
Q3 		$14.2M Sell
406,080
-696,985
-63% -$27.4M 0.61% 21
2022
Q2 		$40.1M Buy
1,103,065
+456,850
+71% +$18.4M 1.24% 18
2022
Q1 		$30.4M Buy
646,215
+637,735
+7,520% +$29.5M 1.83% 8
2021
Q4 		$442K Buy
8,480
+20
+0.2% +$1.01K 0.04% 179
2021
Q3 		$397K Hold
8,460
– – 0.04% 178
2021
Q2 		$392K Buy
8,460
+10
+0.1% +$440 0.04% 178
2021
Q1 		$350K Buy
8,450
+10
+0.1% +$412 0.04% 178
2020
Q4 		$344K Buy
+8,440
New +$327K 0.03% 158

Other funds holding MGK

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Mega Cap Growth ETF (MGK) stake by 34% in Q2 2026, buying an estimated $79.4M and bringing the position to 3,641,886 shares worth $320M. The position accounts for 1.95% of the portfolio, ranked #6.

Merit Financial Group first reported a position in MGK in Q4 2020 and has held it in 23 quarters since. 167 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Merit Financial Group held 3,641,886 shares of Vanguard Mega Cap Growth ETF worth $320M as of Q2 2026.
  • Merit Financial Group bought 929,921 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $79.4M.
  • Vanguard Mega Cap Growth ETF made up 1.95% of Merit Financial Group's portfolio in Q2 2026, its #6 holding.
  • Merit Financial Group first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 167 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.