Ritholtz Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Ritholtz Wealth Management’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	$319K	Sell	3,634 -8,421	-70%	-$719K	﹤0.01%	1021
2026 Q1	$886K	Sell	12,055 -345	-3%	-$27.1K	0.02%	581
2025 Q4	$1.02M	Sell	12,400 -4,500	-27%	-$370K	0.02%	519
2025 Q3	$1.36M	Buy	16,900 +12,480	+282%	+$958K	0.03%	428
2025 Q2	$324K	Buy	4,420 +435	+11%	+$28.7K	0.01%	773
2025 Q1	$246K	Hold	3,985	–	–	0.01%	802
2024 Q4	$274K	Hold	3,985	–	–	0.01%	735
2024 Q3	$257K	Hold	3,985	–	–	0.01%	743
2024 Q2	$250K	Buy	3,985 +125	+3%	+$7.29K	0.01%	698
2024 Q1	$221K	Hold	3,860	–	–	0.01%	722
2023 Q4	$200K	Sell	3,860 -1,160	-23%	-$56.3K	0.01%	703
2023 Q3	$228K	Hold	5,020	–	–	0.01%	621
2023 Q2	$236K	Hold	5,020	–	–	0.01%	593
2023 Q1	$205K	Buy	+5,020	New	+$190K	0.01%	597
2022 Q2	–	Sell	-5,260	Closed	-$248K	–	578
2022 Q1	$248K	Buy	+5,260	New	+$244K	0.02%	452

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

Ritholtz Wealth Management's MGK Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 70% in Q2 2026, selling an estimated $719K and leaving 3,634 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Ritholtz Wealth Management first reported a position in MGK in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Ritholtz Wealth Management held 3,634 shares of Vanguard Morningstar Mega Cap Growth ETF worth $319K as of Q2 2026.
Ritholtz Wealth Management sold 8,421 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $719K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1021 holding.
Ritholtz Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Ritholtz Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.36M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.