Michael S. Ryan Inc’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Michael S. Ryan Inc’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	$513K	Hold	5,840	–	–	0.26%	43
2026 Q1	$429K	Hold	5,840	–	–	0.25%	39
2025 Q4	$482K	Hold	5,840	–	–	0.28%	36
2025 Q3	$470K	Hold	5,840	–	–	0.28%	37
2025 Q2	$428K	Hold	5,840	–	–	0.27%	36
2025 Q1	$361K	Hold	5,840	–	–	0.25%	34
2024 Q4	$401K	Hold	5,840	–	–	0.27%	34
2024 Q3	$376K	Hold	5,840	–	–	0.26%	37
2024 Q2	$367K	Hold	5,840	–	–	0.28%	35
2024 Q1	$335K	Hold	5,840	–	–	0.26%	38
2023 Q4	$303K	Hold	5,840	–	–	0.25%	43
2023 Q3	$262K	Hold	5,840	–	–	0.25%	45
2023 Q2	$275K	Buy	+5,840	New	+$252K	0.25%	44

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Michael S. Ryan Inc's MGK Position: Q2 2026 in Review

Michael S. Ryan Inc held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 5,840 shares worth $513K. The position accounts for 0.26% of the portfolio, ranked #43.

Michael S. Ryan Inc first reported a position in MGK in Q2 2023 and has held it in 13 quarters since. 482 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Michael S. Ryan Inc held 5,840 shares of Vanguard Morningstar Mega Cap Growth ETF worth $513K as of Q2 2026.
Michael S. Ryan Inc left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.26% of Michael S. Ryan Inc's portfolio in Q2 2026, its #43 holding.
Michael S. Ryan Inc first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
482 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Michael S. Ryan Inc's 13F filing for Q2 2026, filed 1 Jul 2026.