MFG
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Merit Financial Group’s Vanguard Morningstar 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
3,641,887
+929,922
+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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 34% in Q2 2026, buying an estimated $79.4M and bringing the position to 3,641,887 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. 1,016 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Merit Financial Group held 3,641,887 shares of Vanguard Morningstar Mega Cap Growth ETF worth $320M as of Q2 2026.
  • Merit Financial Group bought 929,922 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $79.4M.
  • Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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