Yarger Wealth Strategies’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Yarger Wealth Strategies’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	$259K	Buy	2,909 +4	+0.1%	+$341	0.09%	117
2026 Q1	$214K	Hold	2,905	–	–	0.09%	118
2025 Q4	$240K	Buy	2,905 +5	+0.2%	+$411	0.1%	109
2025 Q3	$233K	Buy	2,900 +5	+0.2%	+$384	0.11%	110
2025 Q2	$212K	Buy	+2,895	New	+$191K	0.11%	106

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

Yarger Wealth Strategies's MGK Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.14% in Q2 2026, buying an estimated $341 and bringing the position to 2,909 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #117.

Yarger Wealth Strategies first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Yarger Wealth Strategies held 2,909 shares of Vanguard Morningstar Mega Cap Growth ETF worth $259K as of Q2 2026.
Yarger Wealth Strategies bought 4 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $341.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Yarger Wealth Strategies's portfolio in Q2 2026, its #117 holding.
Yarger Wealth Strategies first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.