Rice Partnership’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Rice Partnership’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	$56.8K	Buy	646 +1	+0.2%	+$85	0.01%	148
2026 Q1	$47.5K	Hold	645	–	–	0.01%	149
2025 Q4	$53.4K	Sell	645 -2,880	-82%	-$237K	0.01%	143
2025 Q3	$284K	Hold	3,525	–	–	0.04%	100
2025 Q2	$258K	Hold	3,525	–	–	0.04%	104
2025 Q1	$218K	Hold	3,525	–	–	0.04%	94
2024 Q4	$242K	Hold	3,525	–	–	0.05%	96
2024 Q3	$227K	Hold	3,525	–	–	0.05%	95
2024 Q2	$222K	Hold	3,525	–	–	0.05%	96
2024 Q1	$202K	Sell	3,525 -1,050	-23%	-$57.9K	0.05%	96
2023 Q4	$238K	Hold	4,575	–	–	0.06%	88
2023 Q3	$208K	Sell	4,575 -830	-15%	-$39.2K	0.06%	91
2023 Q2	$254K	Buy	5,405 +2,525	+88%	+$109K	0.07%	91
2023 Q1	$118K	Buy	+2,880	New	+$109K	0.04%	94

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

Rice Partnership's MGK Position: Q2 2026 in Review

Rice Partnership increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.16% in Q2 2026, buying an estimated $85 and bringing the position to 646 shares worth $56.8K. The position accounts for 0.01% of the portfolio, ranked #148.

Rice Partnership first reported a position in MGK in Q1 2023 and has held it in 14 quarters since. The position peaked at $284K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Rice Partnership held 646 shares of Vanguard Morningstar Mega Cap Growth ETF worth $56.8K as of Q2 2026.
Rice Partnership bought 1 Vanguard Morningstar Mega Cap Growth ETF share in Q2 2026, an estimated $85.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #148 holding.
Rice Partnership first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Rice Partnership's Vanguard Morningstar Mega Cap Growth ETF position peaked at $284K in Q3 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.