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

Robinswood 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	$14.5K	Hold	165	–	–	﹤0.01%	265
2026 Q1	$12.1K	Buy	165 +100	+154%	+$7.86K	﹤0.01%	270
2025 Q4	$5.38K	Hold	65	–	–	﹤0.01%	302
2025 Q3	$5.23K	Hold	65	–	–	﹤0.01%	299
2025 Q2	$4.76K	Hold	65	–	–	﹤0.01%	305
2025 Q1	$4.01K	Buy	+65	New	+$4.39K	﹤0.01%	308
2023 Q3	–	Sell	-140	Closed	-$6.59K	–	254
2023 Q2	$6.59K	Buy	+140	New	+$6.03K	﹤0.01%	149

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

Robinswood Financial's MGK Position: Q2 2026 in Review

Robinswood Financial held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 165 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Robinswood Financial first reported a position in MGK in Q2 2023 and has held it in 7 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Robinswood Financial held 165 shares of Vanguard Morningstar Mega Cap Growth ETF worth $14.5K as of Q2 2026.
Robinswood Financial left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #265 holding.
Robinswood Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 7 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.