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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
Q3 		$330K Hold
3,565
– – 0.12% 183
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

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Ridgewood Investments's MGK Position: Q3 2026 in Review

Ridgewood Investments held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 3,565 shares worth $330K. 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 13 quarters since. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Ridgewood Investments held 3,565 shares of Vanguard Morningstar Mega Cap Growth ETF worth $330K as of Q3 2026.
  • Ridgewood Investments left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of Ridgewood Investments's portfolio in Q3 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 13 quarters since.
  • 57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.