Root Financial Partners’s Vanguard 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 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 $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's MGK Position: Q1 2026 in Review

Root Financial Partners reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 1.7% in Q1 2026, selling an estimated $5.89K and leaving 4,400 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #238.

Root Financial Partners first reported a position in MGK in Q1 2025 and has held it in 5 quarters since. The position peaked at $428K in Q3 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Root Financial Partners held 4,400 shares of Vanguard Mega Cap Growth ETF worth $323K as of Q1 2026.
Root Financial Partners sold 75 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $5.89K.
Vanguard Mega Cap Growth ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #238 holding.
Root Financial Partners first reported a position in Vanguard Mega Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Root Financial Partners's Vanguard Mega Cap Growth ETF position peaked at $428K in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.