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 Q3	$430K	Sell	4,642 -682	-13%	-$60.8K	0.01%	248
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 $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Root Financial Partners's MGK Position: Q3 2026 in Review

Root Financial Partners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 13% in Q3 2026, selling an estimated $60.8K and leaving 4,642 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #248.

Root Financial Partners first reported a position in MGK in Q1 2025 and has held it in 7 quarters since. The position peaked at $468K in Q2 2026. 940 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Root Financial Partners held 4,642 shares of Vanguard Morningstar Mega Cap Growth ETF worth $430K as of Q3 2026.
Root Financial Partners sold 682 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $60.8K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #248 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
Root Financial Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $468K in Q2 2026.
940 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.