RDA Financial Network
MGK icon

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
Q3 		$656K Sell
7,079
-9
-0.1% -$803 0.14% 131
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 		$2.12M Buy
+40,745
New +$2.06M 0.87% 34

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Bernardo Wealth Planning
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
ETF Portfolio Partners
ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

RDA Financial Network's MGK Position: Q3 2026 in Review

RDA Financial Network reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.13% in Q3 2026, selling an estimated $803 and leaving 7,079 shares worth $656K. The position accounts for 0.14% of the portfolio, ranked #131.

RDA Financial Network first reported a position in MGK in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.76M in Q2 2023. 334 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • RDA Financial Network held 7,079 shares of Vanguard Morningstar Mega Cap Growth ETF worth $656K as of Q3 2026.
  • RDA Financial Network sold 9 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $803.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.14% of RDA Financial Network's portfolio in Q3 2026, its #131 holding.
  • RDA Financial Network first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • RDA Financial Network's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.76M in Q2 2023.
  • 334 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.