LRWM
MGK icon

Lord & Richards Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-3,185
Closed -$197K – 125
2025
Q1 		$197K Sell
3,185
-900
-22% -$60.7K 0.22% 70
2024
Q4 		$281K Buy
+4,085
New +$275K 0.59% 55

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lord & Richards Wealth Management's MGK Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 3,185 shares — an estimated $197K sold.

Lord & Richards Wealth Management first reported a position in MGK in Q4 2024 and held it in 2 quarters. The position peaked at $281K in Q4 2024. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 3,185 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $197K.
  • Lord & Richards Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $281K in Q4 2024.
  • 861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.