B. Riley Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,970
| Closed | -$410K | – | 1038 |
|
|
2025
Q4 | $410K | Buy |
4,970
+125
| +3% | +$10.3K | 0.02% | 599 |
|
|
2025
Q3 | $390K | Buy |
+4,845
| New | +$372K | 0.02% | 618 |
|
|
2024
Q3 | – | Sell |
-52,970
| Closed | -$3.33M | – | 1364 |
|
|
2024
Q2 | $3.33M | Buy |
52,970
+6,185
| +13% | +$361K | 0.08% | 223 |
|
|
2024
Q1 | $2.12M | Sell |
46,785
-6,250
| -12% | -$345K | 0.06% | 336 |
|
|
2023
Q4 | $2.75M | Buy |
53,035
+6,250
| +13% | +$303K | 0.07% | 272 |
|
|
2023
Q3 | $2.12M | Sell |
46,785
-160
| -0.3% | -$7.55K | 0.06% | 336 |
|
|
2023
Q2 | $2.21M | Sell |
46,945
-2,655
| -5% | -$114K | 0.05% | 349 |
|
|
2023
Q1 | $2.03M | Sell |
49,600
-2,390
| -5% | -$90.6K | 0.05% | 337 |
|
|
2022
Q4 | $1.79M | Sell |
51,990
-1,515
| -3% | -$54.2K | 0.05% | 366 |
|
|
2022
Q3 | $1.87M | Buy |
53,505
+1,620
| +3% | +$63.8K | 0.06% | 326 |
|
|
2022
Q2 | $1.89M | Buy |
51,885
+1,695
| +3% | +$68.2K | 0.08% | 258 |
|
|
2022
Q1 | $2.36M | Buy |
50,190
+3,900
| +8% | +$181K | 0.08% | 263 |
|
|
2021
Q4 | $2.41M | Buy |
46,290
+1,715
| +4% | +$86.9K | 0.07% | 310 |
|
|
2021
Q3 | $2.09M | Buy |
44,575
+570
| +1% | +$27.6K | 0.07% | 318 |
|
|
2021
Q2 | $2.04M | Buy |
44,005
+5,075
| +13% | +$223K | 0.07% | 330 |
|
|
2021
Q1 | $1.61M | Buy |
38,930
+3,385
| +10% | +$139K | 0.06% | 360 |
|
|
2020
Q4 | $1.45M | Sell |
35,545
-1,985
| -5% | -$76.8K | 0.08% | 252 |
|
|
2020
Q3 | $1.37M | Buy |
37,530
+7,050
| +23% | +$254K | 0.07% | 264 |
|
|
2020
Q2 | $997K | Buy |
30,480
+2,325
| +8% | +$69.4K | 0.07% | 278 |
|
|
2020
Q1 | $716K | Buy |
28,155
+405
| +1% | +$11.7K | 0.06% | 300 |
|
|
2019
Q4 | $809K | Buy |
27,750
+260
| +0.9% | +$7.18K | 0.07% | 276 |
|
|
2019
Q3 | $730K | Buy |
27,490
+435
| +2% | +$11.5K | 0.07% | 287 |
|
|
2019
Q2 | $701K | Buy |
27,055
+685
| +3% | +$17.4K | 0.08% | 272 |
|
|
2019
Q1 | $656K | Buy |
26,370
+3,185
| +14% | +$74.8K | 0.08% | 268 |
|
|
2018
Q4 | $497K | Buy |
23,185
+2,135
| +10% | +$49.4K | 0.07% | 300 |
|
|
2018
Q3 | $540K | Buy |
21,050
+3,720
| +21% | +$92.8K | 0.06% | 333 |
|
|
2018
Q2 | $413K | Sell |
17,330
-285
| -2% | -$6.65K | 0.05% | 377 |
|
|
2018
Q1 | $396K | Buy |
17,615
+1,695
| +11% | +$39.4K | 0.06% | 372 |
|
|
2017
Q4 | $355K | Sell |
15,920
-10,360
| -39% | -$226K | 0.05% | 393 |
|
|
2017
Q3 | $541K | Buy |
26,280
+15,190
| +137% | +$313K | 0.09% | 245 |
|
|
2017
Q2 | $222K | Buy |
+11,090
| New | +$220K | 0.04% | 449 |
|
|
2015
Q1 | – | Sell |
-10,000
| Closed | -$163 | – | 1404 |
|
|
2014
Q4 | $163 | Buy |
+10,000
| New | +$159K | ﹤0.01% | 1481 |
|
|
2014
Q3 | – | Sell |
-10,000
| Closed | -$154K | – | 1383 |
|
|
2014
Q2 | $154K | Buy |
+10,000
| New | +$148K | 0.04% | 547 |
|
Other funds holding MGK
CCWM
VIA
B. Riley Wealth Advisors's MGK Position: Q1 2026 in Review
B. Riley Wealth Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 4,970 shares — an estimated $410K sold.
B. Riley Wealth Advisors first reported a position in MGK in Q2 2014 and held it in 33 quarters. The position peaked at $3.33M in Q2 2024. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.
- B. Riley Wealth Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
- B. Riley Wealth Advisors sold 4,970 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $410K.
- B. Riley Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q2 2014 and held it in 33 quarters.
- B. Riley Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $3.33M in Q2 2024.
- 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.