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Richards, Merrill & Peterson’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Richards, Merrill & Peterson’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 		$81.3K Hold
925
– – 0.03% 227
2026
Q1 		$68K Hold
925
– – 0.02% 222
2025
Q4 		$76.4K Buy
+925
New +$76K 0.03% 205
2025
Q2 		– Sell
-925
Closed -$57.1K – 362
2025
Q1 		$57.1K Buy
925
+250
+37% +$16.9K 0.03% 240
2024
Q4 		$46.4K Buy
+675
New +$45.4K 0.02% 246

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Richards, Merrill & Peterson's MGK Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 925 shares worth $81.3K. The position accounts for 0.03% of the portfolio, ranked #227.

Richards, Merrill & Peterson first reported a position in MGK in Q4 2024 and has held it in 5 quarters since. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Richards, Merrill & Peterson held 925 shares of Vanguard Morningstar Mega Cap Growth ETF worth $81.3K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #227 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.