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

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

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. 1,017 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.
1,017 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.