Rik Saylor Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Rik Saylor Financial’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	$2.64M	Sell	30,025 -40	-0.1%	-$3.41K	1.75%	18
2026 Q1	$2.21M	Hold	30,065	–	–	1.68%	18
2025 Q4	$2.48M	Sell	30,065 -935	-3%	-$76.8K	1.82%	19
2025 Q3	$2.5M	Sell	31,000 -185	-0.6%	-$14.2K	1.82%	19
2025 Q2	$2.28M	Sell	31,185 -150	-0.5%	-$9.88K	1.76%	17
2025 Q1	$1.94M	Sell	31,335 -425	-1%	-$28.7K	1.71%	18
2024 Q4	$2.18M	Buy	+31,760	New	+$2.14M	2.02%	18

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

Rik Saylor Financial's MGK Position: Q2 2026 in Review

Rik Saylor Financial reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.13% in Q2 2026, selling an estimated $3.41K and leaving 30,025 shares worth $2.64M. The position accounts for 1.75% of the portfolio, ranked #18.

Rik Saylor Financial first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Rik Saylor Financial held 30,025 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.64M as of Q2 2026.
Rik Saylor Financial sold 40 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.41K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.75% of Rik Saylor Financial's portfolio in Q2 2026, its #18 holding.
Rik Saylor Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.