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

Root Financial Partners’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	$468K	Buy	5,324 +924	+21%	+$78.9K	0.02%	203
2026 Q1	$323K	Sell	4,400 -75	-2%	-$5.89K	0.02%	238
2025 Q4	$369K	Sell	4,475 -840	-16%	-$69K	0.02%	200
2025 Q3	$428K	Buy	5,315 +1,155	+28%	+$88.6K	0.03%	166
2025 Q2	$305K	Sell	4,160 -800	-16%	-$52.7K	0.03%	179
2025 Q1	$306K	Buy	+4,960	New	+$335K	0.03%	151

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

Root Financial Partners's MGK Position: Q2 2026 in Review

Root Financial Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 21% in Q2 2026, buying an estimated $78.9K and bringing the position to 5,324 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #203.

Root Financial Partners first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Root Financial Partners held 5,324 shares of Vanguard Morningstar Mega Cap Growth ETF worth $468K as of Q2 2026.
Root Financial Partners bought 924 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $78.9K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #203 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.