PFG Investments’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

PFG Investments’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	$879K	Buy	10,003 +733	+8%	+$62.6K	0.03%	428
2026 Q1	$681K	Buy	9,270 +1,030	+13%	+$80.9K	0.03%	478
2025 Q4	$680K	Sell	8,240 -765	-8%	-$62.8K	0.03%	460
2025 Q3	$725K	Buy	9,005 +1,280	+17%	+$98.2K	0.04%	433
2025 Q2	$566K	Buy	7,725 +525	+7%	+$34.6K	0.03%	477
2025 Q1	$445K	Buy	7,200 +1,590	+28%	+$107K	0.03%	543
2024 Q4	$385K	Sell	5,610 -90	-2%	-$6.06K	0.02%	599
2024 Q3	$367K	Buy	5,700 +525	+10%	+$32.7K	0.02%	615
2024 Q2	$325K	Sell	5,175 -45,875	-90%	-$2.68M	0.02%	618
2024 Q1	$2.93M	Buy	+51,050	New	+$2.82M	0.18%	120

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

PFG Investments's MGK Position: Q2 2026 in Review

PFG Investments increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.9% in Q2 2026, buying an estimated $62.6K and bringing the position to 10,003 shares worth $879K. The position accounts for 0.03% of the portfolio, ranked #428.

PFG Investments first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.93M in Q1 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

PFG Investments held 10,003 shares of Vanguard Morningstar Mega Cap Growth ETF worth $879K as of Q2 2026.
PFG Investments bought 733 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $62.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of PFG Investments's portfolio in Q2 2026, its #428 holding.
PFG Investments first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
PFG Investments's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.93M in Q1 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.