Ridgewood Investments’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Ridgewood Investments’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	$313K	Hold	3,565	–	–	0.12%	183
2026 Q1	$262K	Buy	+3,565	New	+$280K	0.11%	184
2025 Q3	$287K	Hold	3,565	–	–	0.12%	185
2025 Q2	$261K	Hold	3,565	–	–	0.11%	177
2025 Q1	$220K	Hold	3,565	–	–	0.1%	175
2024 Q4	$245K	Hold	3,565	–	–	0.12%	161
2024 Q3	$230K	Hold	3,565	–	–	0.11%	156
2024 Q2	$224K	Hold	3,565	–	–	0.11%	166
2024 Q1	$204K	Sell	3,565 -450	-11%	-$24.8K	0.11%	178
2023 Q4	$208K	Buy	+4,015	New	+$195K	0.12%	167
2023 Q3	–	Sell	-3,645	Closed	-$172K	–	529
2023 Q2	$172K	Hold	3,645	–	–	0.1%	180
2023 Q1	$149K	Buy	+3,645	New	+$138K	0.09%	212

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

Ridgewood Investments's MGK Position: Q2 2026 in Review

Ridgewood Investments held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 3,565 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #183.

Ridgewood Investments first reported a position in MGK in Q1 2023 and has held it in 12 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Ridgewood Investments held 3,565 shares of Vanguard Morningstar Mega Cap Growth ETF worth $313K as of Q2 2026.
Ridgewood Investments left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of Ridgewood Investments's portfolio in Q2 2026, its #183 holding.
Ridgewood Investments first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 12 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.