Richmond Investment Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Richmond Investment 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	–	Sell	-4,375	Closed	-$322K	–	208
2026 Q1	$322K	Sell	4,375 -125	-3%	-$9.82K	0.05%	195
2025 Q4	$372K	Sell	4,500 -1,070	-19%	-$87.9K	0.06%	162
2025 Q3	$448K	Buy	5,570 +620	+13%	+$47.6K	0.08%	145
2025 Q2	$363K	Buy	+4,950	New	+$326K	0.08%	155

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

Richmond Investment Services's MGK Position: Q2 2026 in Review

Richmond Investment Services sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 4,375 shares — an estimated $322K sold.

Richmond Investment Services first reported a position in MGK in Q2 2025 and held it in 4 quarters. The position peaked at $448K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Richmond Investment Services reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 4,375 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $322K.
Richmond Investment Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $448K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.