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

Citizens 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	$887K	Sell	10,089 -5,001	-33%	-$427K	0.01%	478
2026 Q1	$1.11M	Hold	15,090	–	–	0.02%	375
2025 Q4	$1.25M	Sell	15,090 -4,245	-22%	-$349K	0.02%	351
2025 Q3	$1.56M	Hold	19,335	–	–	0.02%	320
2025 Q2	$1.42M	Sell	19,335 -955	-5%	-$62.9K	0.02%	297
2025 Q1	$1.25M	Buy	+20,290	New	+$1.37M	0.02%	284
2024 Q3	–	Sell	-38,225	Closed	-$2.4M	–	574
2024 Q2	$2.4M	Buy	+38,225	New	+$2.23M	0.05%	185
2022 Q2	–	Sell	-10,000	Closed	-$471K	–	445
2022 Q1	$471K	Buy	+10,000	New	+$463K	0.02%	291

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

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

Citizens Financial Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 33% in Q2 2026, selling an estimated $427K and leaving 10,089 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #478.

Citizens Financial Group first reported a position in MGK in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.4M in Q2 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Citizens Financial Group held 10,089 shares of Vanguard Morningstar Mega Cap Growth ETF worth $887K as of Q2 2026.
Citizens Financial Group sold 5,001 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $427K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #478 holding.
Citizens Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 8 quarters since.
Citizens Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.4M in Q2 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.