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 Q3	$541K	Hold	5,840	–	–	0.27%	41
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 $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Michael S. Ryan Inc's MGK Position: Q3 2026 in Review

Michael S. Ryan Inc held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 5,840 shares worth $541K. The position accounts for 0.27% of the portfolio, ranked #41.

Michael S. Ryan Inc first reported a position in MGK in Q2 2023 and has held it in 14 quarters since. 439 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Michael S. Ryan Inc held 5,840 shares of Vanguard Morningstar Mega Cap Growth ETF worth $541K as of Q3 2026.
Michael S. Ryan Inc left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.27% of Michael S. Ryan Inc's portfolio in Q3 2026, its #41 holding.
Michael S. Ryan Inc first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
439 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Michael S. Ryan Inc's 13F filing for Q3 2026, filed 1 Oct 2026.