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

Robertson Stephens 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 		$1.72M Buy
19,521
+766
+4% +$65.4K 0.04% 229
2026
Q1 		$1.38M Sell
18,755
-29,770
-61% -$2.34M 0.04% 253
2025
Q4 		$4.01M Buy
48,525
+20,335
+72% +$1.67M 0.1% 136
2025
Q3 		$2.27M Buy
28,190
+8,975
+47% +$689K 0.07% 172
2025
Q2 		$1.41M Sell
19,215
-19,465
-50% -$1.28M 0.04% 227
2025
Q1 		$2.39M Sell
38,680
-10,580
-21% -$714K 0.08% 179
2024
Q4 		$3.38M Sell
49,260
-21,140
-30% -$1.42M 0.12% 151
2024
Q3 		$4.53M Buy
70,400
+29,270
+71% +$1.83M 0.16% 125
2024
Q2 		$2.59M Sell
41,130
-15,870
-28% -$926K 0.13% 126
2024
Q1 		$3.27M Sell
57,000
-1,480
-3% -$81.7K 0.17% 107
2023
Q4 		$3.04M Buy
58,480
+7,200
+14% +$349K 0.18% 102
2023
Q3 		$2.33M Buy
51,280
+3,155
+7% +$149K 0.16% 133
2023
Q2 		$2.26M Buy
48,125
+27,535
+134% +$1.19M 0.16% 119
2023
Q1 		$842K Sell
20,590
-30,210
-59% -$1.14M 0.06% 216
2022
Q4 		$1.75M Buy
+50,800
New +$1.82M 0.17% 122

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Robertson Stephens Wealth Management's MGK Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.1% in Q2 2026, buying an estimated $65.4K and bringing the position to 19,521 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #229.

Robertson Stephens Wealth Management first reported a position in MGK in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.53M in Q3 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Robertson Stephens Wealth Management held 19,521 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.72M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 766 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $65.4K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.53M in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.