Roble Belko & Company’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Roble Belko & Company’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	$1K	Hold	10	–	–	﹤0.01%	426
2026 Q1	$1K	Hold	10	–	–	﹤0.01%	424
2025 Q4	$1K	Hold	10	–	–	﹤0.01%	430
2025 Q3	$1K	Hold	10	–	–	﹤0.01%	399
2025 Q2	$1K	Hold	10	–	–	﹤0.01%	382
2025 Q1	$1K	Hold	10	–	–	﹤0.01%	369
2024 Q4	$1K	Hold	10	–	–	﹤0.01%	344
2024 Q3	$1K	Hold	10	–	–	﹤0.01%	319
2024 Q2	$1K	Buy	+10	New	+$583	﹤0.01%	309

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

Roble Belko & Company's MGK Position: Q2 2026 in Review

Roble Belko & Company held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Roble Belko & Company first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Roble Belko & Company held 10 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1K as of Q2 2026.
Roble Belko & Company 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 Roble Belko & Company's portfolio in Q2 2026, its #426 holding.
Roble Belko & Company first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.