RDA Financial Network’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

RDA Financial Network’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	$623K	Buy	7,088 +93	+1%	+$7.94K	0.14%	137
2026 Q1	$514K	Hold	6,995	–	–	0.13%	152
2025 Q4	$577K	Sell	6,995 -445	-6%	-$36.6K	0.14%	136
2025 Q3	$599K	Hold	7,440	–	–	0.15%	134
2025 Q2	$545K	Sell	7,440 -195	-3%	-$12.9K	0.15%	138
2025 Q1	$472K	Sell	7,635 -110	-1%	-$7.42K	0.14%	138
2024 Q4	$532K	Sell	7,745 -170	-2%	-$11.4K	0.16%	131
2024 Q3	$510K	Buy	7,915 +145	+2%	+$9.04K	0.16%	136
2024 Q2	$488K	Sell	7,770 -6,290	-45%	-$367K	0.16%	134
2024 Q1	$806K	Sell	14,060 -5,880	-29%	-$324K	0.28%	96
2023 Q4	$1.03M	Sell	19,940 -36,840	-65%	-$1.79M	0.39%	74
2023 Q3	$2.58M	Sell	56,780 -1,780	-3%	-$84K	1.12%	26
2023 Q2	$2.76M	Sell	58,560 -1,445	-2%	-$62.3K	1.16%	25
2023 Q1	$2.45M	Sell	60,005 -985	-2%	-$37.3K	1.12%	25
2022 Q4	$2.1M	Buy	60,990 +9,010	+17%	+$323K	1.06%	23
2022 Q3	$1.81M	Buy	51,980 +1,520	+3%	+$59.8K	0.99%	24
2022 Q2	$1.83M	Buy	50,460 +6,880	+16%	+$277K	0.93%	31
2022 Q1	$2.05M	Buy	43,580 +2,835	+7%	+$131K	0.87%	31
2021 Q4	$2.13M	Buy	+40,745	New	+$2.06M	0.87%	34

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

RDA Financial Network's MGK Position: Q2 2026 in Review

RDA Financial Network increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.3% in Q2 2026, buying an estimated $7.94K and bringing the position to 7,088 shares worth $623K. The position accounts for 0.14% of the portfolio, ranked #137.

RDA Financial Network first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q2 2023. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

RDA Financial Network held 7,088 shares of Vanguard Morningstar Mega Cap Growth ETF worth $623K as of Q2 2026.
RDA Financial Network bought 93 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $7.94K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.14% of RDA Financial Network's portfolio in Q2 2026, its #137 holding.
RDA Financial Network first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
RDA Financial Network's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.76M in Q2 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.