RWA Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

RWA Wealth 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	$2.43M	Buy	27,599 +9,044	+49%	+$772K	0.02%	250
2026 Q1	$1.36M	Buy	18,555 +195	+1%	+$15.3K	0.01%	306
2025 Q4	$1.52M	Sell	18,360 -1,445	-7%	-$119K	0.02%	296
2025 Q3	$1.59M	Hold	19,805	–	–	0.02%	290
2025 Q2	$1.45M	Hold	19,805	–	–	0.02%	283
2025 Q1	$1.22M	Hold	19,805	–	–	0.02%	291
2024 Q4	$1.36M	Sell	19,805 -4,035	-17%	-$272K	0.02%	284
2024 Q3	$1.54M	Buy	23,840 +20	+0.1%	+$1.25K	0.02%	270
2024 Q2	$1.5M	Sell	23,820 -480	-2%	-$28K	0.02%	263
2024 Q1	$1.39M	Buy	24,300 +17,675	+267%	+$975K	0.02%	271
2023 Q4	$344K	Buy	+6,625	New	+$321K	﹤0.01%	422

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

RWA Wealth Partners's MGK Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 49% in Q2 2026, buying an estimated $772K and bringing the position to 27,599 shares worth $2.43M. The position accounts for 0.02% of the portfolio, ranked #250.

RWA Wealth Partners first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

RWA Wealth Partners held 27,599 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.43M as of Q2 2026.
RWA Wealth Partners bought 9,044 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $772K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #250 holding.
RWA Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.