Retirement Income Solutions’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Retirement Income Solutions’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	$633K	Sell	1,723 -6,892	-80%	-$588K	0.11%	70
2026 Q1	$633K	Hold	8,615	–	–	0.11%	71
2025 Q4	$711K	Buy	8,615 +1,545	+22%	+$127K	0.12%	66
2025 Q3	$569K	Sell	7,070 -200	-3%	-$15.3K	0.1%	81
2025 Q2	$532K	Sell	7,270 -150	-2%	-$9.88K	0.1%	81
2025 Q1	$458K	Sell	7,420 -75	-1%	-$5.06K	0.1%	77
2024 Q4	$515K	Buy	7,495 +3,015	+67%	+$203K	0.1%	73
2024 Q3	$288K	Sell	4,480 -1,545	-26%	-$96.4K	0.07%	109
2024 Q2	$379K	Hold	6,025	–	–	0.09%	85
2024 Q1	$345K	Buy	6,025 +1,125	+23%	+$62.1K	0.08%	101
2023 Q4	$254K	Buy	+4,900	New	+$238K	0.06%	116

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

Retirement Income Solutions's MGK Position: Q2 2026 in Review

Retirement Income Solutions reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, selling an estimated $588K and leaving 1,723 shares worth $633K. The position accounts for 0.11% of the portfolio, ranked #70.

Retirement Income Solutions first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $711K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Retirement Income Solutions held 1,723 shares of Vanguard Morningstar Mega Cap Growth ETF worth $633K as of Q2 2026.
Retirement Income Solutions sold 6,892 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $588K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of Retirement Income Solutions's portfolio in Q2 2026, its #70 holding.
Retirement Income Solutions first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Retirement Income Solutions's Vanguard Morningstar Mega Cap Growth ETF position peaked at $711K in Q4 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.