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

Rockwood 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	$353K	Sell	4,016 -49	-1%	-$4.18K	0.02%	96
2026 Q1	$299K	Hold	4,065	–	–	0.02%	93
2025 Q4	$336K	Buy	4,065 +975	+32%	+$80.1K	0.03%	87
2025 Q3	$249K	Hold	3,090	–	–	0.02%	92
2025 Q2	$226K	Buy	+3,090	New	+$204K	0.02%	93
2025 Q1	–	Sell	-3,095	Closed	-$215K	–	100
2024 Q4	$215K	Buy	+3,095	New	+$208K	0.02%	89

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

Rockwood Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.2% in Q2 2026, selling an estimated $4.18K and leaving 4,016 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #96.

Rockwood Wealth Management first reported a position in MGK in Q4 2024 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Rockwood Wealth Management held 4,016 shares of Vanguard Morningstar Mega Cap Growth ETF worth $353K as of Q2 2026.
Rockwood Wealth Management sold 49 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $4.18K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #96 holding.
Rockwood Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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