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Howe & Rusling’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Howe & Rusling’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 		$556K Buy
6,327
+2
+0% +$171 0.03% 185
2026
Q1 		$465K Buy
6,325
+5
+0.1% +$393 0.03% 189
2025
Q4 		$522K Buy
6,320
+15
+0.2% +$1.23K 0.03% 174
2025
Q3 		$508K Buy
6,305
+5
+0.1% +$384 0.03% 179
2025
Q2 		$461K Hold
6,300
– – 0.03% 178
2025
Q1 		$389K Buy
6,300
+5,535
+724% +$373K 0.03% 184
2024
Q4 		$52.6K Sell
765
-8,350
-92% -$562K ﹤0.01% 311
2024
Q3 		$587K Buy
9,115
+3,970
+77% +$248K 0.05% 141
2024
Q2 		$323K Hold
5,145
– – 0.03% 194
2024
Q1 		$295K Hold
5,145
– – 0.03% 208
2023
Q4 		$267K Buy
5,145
+4,645
+929% +$225K 0.03% 200
2023
Q3 		$22.7K Sell
500
-380
-43% -$17.9K ﹤0.01% 280
2023
Q2 		$41.4K Buy
880
+380
+76% +$16.4K ﹤0.01% 268
2023
Q1 		$20.5K Hold
500
– – ﹤0.01% 263
2022
Q4 		$17.2K Sell
500
-5,260
-91% -$188K ﹤0.01% 273
2022
Q3 		$201K Sell
5,760
-35
-0.6% -$1.38K 0.03% 201
2022
Q2 		$211K Buy
5,795
+500
+9% +$20.1K 0.03% 193
2022
Q1 		$249K Buy
+5,295
New +$245K 0.03% 182

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Howe & Rusling's MGK Position: Q2 2026 in Review

Howe & Rusling increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.03% in Q2 2026, buying an estimated $171 and bringing the position to 6,327 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #185.

Howe & Rusling first reported a position in MGK in Q1 2022 and has held it in 18 quarters since. The position peaked at $587K in Q3 2024. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Howe & Rusling held 6,327 shares of Vanguard Morningstar Mega Cap Growth ETF worth $556K as of Q2 2026.
  • Howe & Rusling bought 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $171.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Howe & Rusling's portfolio in Q2 2026, its #185 holding.
  • Howe & Rusling first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Howe & Rusling's Vanguard Morningstar Mega Cap Growth ETF position peaked at $587K in Q3 2024.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.