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Raab & Moskowitz Asset Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Raab & Moskowitz Asset 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
2026
Q2 		$19.7M Sell
224,090
-480
-0.2% -$41K 3.96% 3
2026
Q1 		$16.5M Sell
224,570
-7,905
-3% -$621K 3.67% 3
2025
Q4 		$19.2M Sell
232,475
-3,855
-2% -$317K 4.2% 3
2025
Q3 		$19M Sell
236,330
-1,195
-0.5% -$91.7K 4.25% 3
2025
Q2 		$17.4M Sell
237,525
-4,015
-2% -$265K 4.14% 2
2025
Q1 		$14.9M Sell
241,540
-16,625
-6% -$1.12M 3.75% 3
2024
Q4 		$17.7M Sell
258,165
-4,300
-2% -$289K 4.35% 3
2024
Q3 		$16.9M Sell
262,465
-3,775
-1% -$235K 4.28% 3
2024
Q2 		$16.7M Buy
266,240
+390
+0.1% +$22.8K 4.55% 3
2024
Q1 		$15.2M Buy
265,850
+1,365
+0.5% +$75.3K 4.26% 3
2023
Q4 		$13.7M Buy
264,485
+7,715
+3% +$374K 4.34% 3
2023
Q3 		$11.7M Buy
256,770
+10,385
+4% +$490K 4.11% 3
2023
Q2 		$11.6M Buy
246,385
+5,045
+2% +$217K 3.97% 4
2023
Q1 		$9.87M Buy
241,340
+8,405
+4% +$319K 3.6% 4
2022
Q4 		$8.02M Sell
232,935
-4,045
-2% -$145K 3.05% 4
2022
Q3 		$8.26M Buy
236,980
+65,490
+38% +$2.58M 3.47% 3
2022
Q2 		$6.23M Sell
171,490
-1,855
-1% -$74.6K 2.44% 7
2022
Q1 		$8.16M Sell
173,345
-14,850
-8% -$688K 2.8% 5
2021
Q4 		$9.81M Buy
188,195
+1,465
+0.8% +$74.2K 3.22% 4
2021
Q3 		$8.77M Buy
186,730
+2,970
+2% +$144K 3.17% 4
2021
Q2 		$8.5M Sell
183,760
-29,195
-14% -$1.28M 3.11% 4
2021
Q1 		$8.82M Sell
212,955
-6,820
-3% -$281K 3.44% 3
2020
Q4 		$8.96M Buy
219,775
+420
+0.2% +$16.3K 3.67% 3
2020
Q3 		$8.13M Sell
219,355
-24,145
-10% -$870K 3.75% 3
2020
Q2 		$7.96M Buy
243,500
+108,230
+80% +$3.23M 3.87% 3
2020
Q1 		$3.44M Buy
135,270
+121,245
+864% +$3.5M 1.87% 14
2019
Q4 		$408K Sell
14,025
-1,910
-12% -$52.8K 0.16% 118
2019
Q3 		$422K Buy
15,935
+1,465
+10% +$38.8K 0.18% 115
2019
Q2 		$374K Buy
14,470
+1,210
+9% +$30.8K 0.17% 121
2019
Q1 		$329K Buy
13,260
+725
+6% +$17K 0.15% 127
2018
Q4 		$268K Buy
12,535
+3,255
+35% +$75.3K 0.13% 135
2018
Q3 		$237K Buy
+9,280
New +$232K 0.1% 149

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

Raab & Moskowitz Asset Management's MGK Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.21% in Q2 2026, selling an estimated $41K and leaving 224,090 shares worth $19.7M. The position accounts for 3.96% of the portfolio, ranked #3.

Raab & Moskowitz Asset Management first reported a position in MGK in Q3 2018 and has held it in 32 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Raab & Moskowitz Asset Management held 224,090 shares of Vanguard Morningstar Mega Cap Growth ETF worth $19.7M as of Q2 2026.
  • Raab & Moskowitz Asset Management sold 480 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $41K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 3.96% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #3 holding.
  • Raab & Moskowitz Asset Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.