Raymond James Financial
MGK icon

Raymond James Financial’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Raymond James Financial’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
Q1 		$159M Buy
2,170,355
+330,130
+18% +$25.9M 0.05% 348
2025
Q4 		$152M Buy
1,840,225
+135,515
+8% +$11.1M 0.05% 355
2025
Q3 		$137M Buy
1,704,710
+31,040
+2% +$2.38M 0.04% 382
2025
Q2 		$123M Buy
1,673,670
+404,140
+32% +$26.6M 0.04% 398
2025
Q1 		$78.4M Buy
1,269,530
+106,365
+9% +$7.18M 0.03% 515
2024
Q4 		$79.9M Buy
+1,163,165
New +$78.3M 0.03% 506

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial's MGK Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard Mega Cap Growth ETF (MGK) stake by 18% in Q1 2026, buying an estimated $25.9M and bringing the position to 2,170,355 shares worth $159M. The position accounts for 0.05% of the portfolio, ranked #348.

Raymond James Financial first reported a position in MGK in Q4 2024 and has held it in 6 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Raymond James Financial held 2,170,355 shares of Vanguard Mega Cap Growth ETF worth $159M as of Q1 2026.
  • Raymond James Financial bought 330,130 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $25.9M.
  • Vanguard Mega Cap Growth ETF made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #348 holding.
  • Raymond James Financial first reported a position in Vanguard Mega Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.