Richardson Financial Services’s Vanguard 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 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 $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Richardson Financial Services's MGK Position: Q1 2026 in Review

Richardson Financial Services reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 3% in Q1 2026, selling an estimated $30.6K and leaving 12,540 shares worth $922K. The position accounts for 0.58% of the portfolio, ranked #37.

Richardson Financial Services first reported a position in MGK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Richardson Financial Services held 12,540 shares of Vanguard Mega Cap Growth ETF worth $922K as of Q1 2026.
Richardson Financial Services sold 390 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $30.6K.
Vanguard Mega Cap Growth ETF made up 0.58% of Richardson Financial Services's portfolio in Q1 2026, its #37 holding.
Richardson Financial Services first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Vanguard Mega Cap Growth ETF position peaked at $1.07M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.