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Royal Fund Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Royal Fund 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 		$9.23M Sell
104,959
-3,386
-3% -$289K 0.77% 36
2026
Q1 		$7.98M Buy
108,345
+390
+0.4% +$30.6K 0.76% 37
2025
Q4 		$8.93M Buy
107,955
+19,900
+23% +$1.63M 0.81% 37
2025
Q3 		$7.1M Sell
88,055
-19,950
-18% -$1.53M 0.85% 34
2025
Q2 		$7.92M Sell
108,005
-3,180
-3% -$210K 0.79% 33
2025
Q1 		$6.91M Sell
111,185
-115,965
-51% -$7.82M 0.77% 34
2024
Q4 		$15.7M Sell
227,150
-11,180
-5% -$752K 1.46% 11
2024
Q3 		$15.4M Buy
238,330
+116,445
+96% +$7.26M 0.92% 20
2024
Q2 		$7.7M Sell
121,885
-312,700
-72% -$18.2M 0.62% 24
2024
Q1 		$24.9M Sell
434,585
-12,630
-3% -$697K 2.45% 3
2023
Q4 		$23.2M Sell
447,215
-16,250
-4% -$788K 2.57% 4
2023
Q3 		$21M Sell
463,465
-4,945
-1% -$233K 2.85% 2
2023
Q2 		$22M Sell
468,410
-9,555
-2% -$412K 2.74% 3
2023
Q1 		$19.5M Sell
477,965
-34,595
-7% -$1.31M 2.8% 2
2022
Q4 		$17.6M Buy
512,560
+8,245
+2% +$295K 2.81% 3
2022
Q3 		$17.6M Sell
504,315
-53,575
-10% -$2.11M 3.2% 1
2022
Q2 		$20.3M Sell
557,890
-7,660
-1% -$308K 3.37% 2
2022
Q1 		$26.6M Buy
565,550
+62,365
+12% +$2.89M 3.86% 1
2021
Q4 		$26.2M Buy
503,185
+18,205
+4% +$922K 3.76% 1
2021
Q3 		$22.8M Sell
484,980
-2,300
-0.5% -$111K 3.32% 2
2021
Q2 		$22.5M Buy
487,280
+21,590
+5% +$950K 3.73% 1
2021
Q1 		$19.3M Buy
465,690
+21,900
+5% +$902K 3.53% 1
2020
Q4 		$18.1M Buy
443,790
+31,810
+8% +$1.23M 3.83% 1
2020
Q3 		$15.3M Buy
411,980
+208,700
+103% +$7.52M 3.91% 1
2020
Q2 		$6.65M Sell
203,280
-161,125
-44% -$4.81M 2.34% 4
2020
Q1 		$9.26M Sell
364,405
-45,535
-11% -$1.32M 3.77% 3
2019
Q4 		$11.9M Buy
409,940
+18,840
+5% +$520K 3.04% 4
2019
Q3 		$10.4M Buy
391,100
+31,160
+9% +$824K 2.89% 5
2019
Q2 		$9.32M Buy
359,940
+51,295
+17% +$1.31M 2.76% 6
2019
Q1 		$7.68M Buy
308,645
+54,135
+21% +$1.27M 2.45% 10
2018
Q4 		$5.45M Buy
254,510
+38,600
+18% +$893K 2.21% 15
2018
Q3 		$5.53M Buy
215,910
+198,275
+1,124% +$4.95M 1.72% 21
2018
Q2 		$419K Sell
17,635
-800
-4% -$18.7K 0.14% 80
2018
Q1 		$413K Sell
18,435
-39,005
-68% -$906K 0.15% 84
2017
Q4 		$1.28M Buy
57,440
+2,980
+5% +$64.9K 0.46% 45
2017
Q3 		$1.14M Buy
54,460
+26,690
+96% +$550K 0.45% 43
2017
Q2 		$555K Buy
27,770
+5,495
+25% +$109K 0.24% 51
2017
Q1 		$426K Buy
22,275
+5,490
+33% +$102K 0.21% 50
2016
Q4 		$292K Buy
+16,785
New +$291K 0.16% 59

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Royal Fund Management's MGK Position: Q2 2026 in Review

Royal Fund Management reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 3.1% in Q2 2026, selling an estimated $289K and leaving 104,959 shares worth $9.23M. The position accounts for 0.77% of the portfolio, ranked #36.

Royal Fund Management first reported a position in MGK in Q4 2016 and has held it in 39 quarters since. The position peaked at $26.6M in Q1 2022. 233 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Royal Fund Management held 104,959 shares of Vanguard Mega Cap Growth ETF worth $9.23M as of Q2 2026.
  • Royal Fund Management sold 3,386 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $289K.
  • Vanguard Mega Cap Growth ETF made up 0.77% of Royal Fund Management's portfolio in Q2 2026, its #36 holding.
  • Royal Fund Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Vanguard Mega Cap Growth ETF position peaked at $26.6M in Q1 2022.
  • 233 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.