Global Retirement Partners’s Vanguard Morningstar 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
Q2 | $7.91M | Buy |
+90,009
| New | +$7.68M | 0.12% | 171 |
|
|
2025
Q4 | $7.45M | Buy |
90,240
+8,005
| +10% | +$658K | 0.13% | 148 |
|
|
2025
Q3 | $6.62M | Buy |
82,235
+1,290
| +2% | +$99K | 0.15% | 124 |
|
|
2025
Q2 | $5.93M | Buy |
+80,945
| New | +$5.33M | 0.15% | 132 |
|
|
2024
Q4 | $5.4M | Buy |
78,620
+18,580
| +31% | +$1.25M | 0.15% | 127 |
|
|
2024
Q3 | $3.87M | Buy |
60,040
+1,565
| +3% | +$97.6K | 0.12% | 169 |
|
|
2024
Q2 | $3.67M | Sell |
58,475
-1,210
| -2% | -$70.6K | 0.12% | 176 |
|
|
2024
Q1 | $3.42M | Buy |
59,685
+2,575
| +5% | +$142K | 0.13% | 167 |
|
|
2023
Q4 | $2.98M | Buy |
57,110
+1,715
| +3% | +$83.2K | 0.12% | 167 |
|
|
2023
Q3 | $2.53M | Buy |
55,395
+1,440
| +3% | +$67.9K | 0.13% | 155 |
|
|
2023
Q2 | $2.54M | Buy |
53,955
+6,325
| +13% | +$273K | 0.12% | 155 |
|
|
2023
Q1 | $1.95M | Buy |
47,630
+27,495
| +137% | +$1.04M | 0.1% | 197 |
|
|
2022
Q4 | $693K | Sell |
20,135
-1,220
| -6% | -$43.7K | 0.05% | 317 |
|
|
2022
Q3 | $773K | Buy |
21,355
+15
| +0.1% | +$591 | 0.06% | 288 |
|
|
2022
Q2 | $775K | Sell |
21,340
-465
| -2% | -$18.7K | 0.06% | 280 |
|
|
2022
Q1 | $809K | Buy |
+21,805
| New | +$1.01M | 0.06% | 281 |
|
|
2021
Q4 | – | Sell |
-32,005
| Closed | -$1.5M | – | 1179 |
|
|
2021
Q3 | $1.5M | Buy |
32,005
+16,510
| +107% | +$799K | 0.15% | 147 |
|
|
2021
Q2 | $717K | Buy |
15,495
+545
| +4% | +$24K | 0.07% | 236 |
|
|
2021
Q1 | $619K | Sell |
14,950
-450
| -3% | -$18.5K | 0.07% | 233 |
|
|
2020
Q4 | $628K | Hold |
15,400
| – | – | 0.08% | 211 |
|
|
2020
Q3 | $571K | Buy |
15,400
+565
| +4% | +$20.4K | 0.08% | 212 |
|
|
2020
Q2 | $485K | Buy |
14,835
+2,435
| +20% | +$72.7K | 0.08% | 222 |
|
|
2020
Q1 | $315K | Sell |
12,400
-315
| -2% | -$9.1K | 0.06% | 255 |
|
|
2019
Q4 | $370K | Sell |
12,715
-270
| -2% | -$7.46K | 0.06% | 272 |
|
|
2019
Q3 | $345K | Hold |
12,985
| – | – | 0.06% | 269 |
|
|
2019
Q2 | $336K | Buy |
12,985
+2,360
| +22% | +$60.1K | 0.06% | 244 |
|
|
2019
Q1 | $264K | Hold |
10,625
| – | – | 0.06% | 251 |
|
|
2018
Q4 | $227K | Hold |
10,625
| – | – | 0.06% | 260 |
|
|
2018
Q3 | $272K | Hold |
10,625
| – | – | 0.06% | 253 |
|
|
2018
Q2 | $253K | Hold |
10,625
| – | – | 0.06% | 249 |
|
|
2018
Q1 | $239K | Buy |
10,625
+1,020
| +11% | +$23.7K | 0.07% | 256 |
|
|
2017
Q4 | $214K | Sell |
9,605
-85
| -0.9% | -$1.85K | 0.06% | 255 |
|
|
2017
Q3 | $203K | Hold |
9,690
| – | – | 0.08% | 225 |
|
|
2017
Q2 | $194K | Hold |
9,690
| – | – | 0.09% | 206 |
|
|
2017
Q1 | $185K | Hold |
9,690
| – | – | 0.1% | 187 |
|
|
2016
Q4 | $169K | Buy |
+9,690
| New | +$168K | 0.11% | 172 |
|
Other funds holding MGK
CCWM
VIA
MFG
Global Retirement Partners's MGK Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 90,009 shares worth $7.91M. The stake represents 0.12% of the portfolio and ranks #171 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MGK as recently as Q4 2025.
Global Retirement Partners first reported a position in MGK in Q4 2016 and has held it in 36 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.
- Global Retirement Partners held 90,009 shares of Vanguard Morningstar Mega Cap Growth ETF worth $7.91M as of Q2 2026.
- Vanguard Morningstar Mega Cap Growth ETF was a new Global Retirement Partners position in Q2 2026.
- Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of Global Retirement Partners's portfolio in Q2 2026, its #171 holding.
- Global Retirement Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2016 and has held it in 36 quarters since.
- 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.