Richardson Financial Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Richardson Financial Services’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	$1.66M	Buy	18,832 +6,292	+50%	+$537K	0.94%	20
2026 Q1	$922K	Sell	12,540 -390	-3%	-$30.6K	0.58%	37
2025 Q4	$1.07M	Buy	12,930 +55	+0.4%	+$4.52K	0.35%	30
2025 Q3	$1.04M	Buy	12,875 +1,340	+12%	+$103K	0.64%	34
2025 Q2	$836K	Buy	11,535 +2,545	+28%	+$168K	0.56%	41
2025 Q1	$555K	Buy	8,990 +780	+10%	+$52.6K	0.42%	68
2024 Q4	$569K	Buy	8,210 +295	+4%	+$19.9K	0.4%	65
2024 Q3	$497K	Hold	7,915	–	–	0.32%	79
2024 Q2	$497K	Sell	7,915 -5	-0.1%	-$292	0.36%	75
2024 Q1	$454K	Buy	7,920 +290	+4%	+$16K	0.32%	86
2023 Q4	$396K	Buy	+7,630	New	+$370K	0.35%	80

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

Richardson Financial Services's MGK Position: Q2 2026 in Review

Richardson Financial Services increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 50% in Q2 2026, buying an estimated $537K and bringing the position to 18,832 shares worth $1.66M. The position accounts for 0.94% of the portfolio, ranked #20.

Richardson Financial Services first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Richardson Financial Services held 18,832 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.66M as of Q2 2026.
Richardson Financial Services bought 6,292 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $537K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.94% of Richardson Financial Services's portfolio in Q2 2026, its #20 holding.
Richardson Financial Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.