Superior Planning, LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Superior Planning, LLC’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	$122K	Buy	+1,320	New	+$118K	0.05%	217

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's MGK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026: 1,320 shares worth $122K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings.

809 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Superior Planning, LLC held 1,320 shares of Vanguard Morningstar Mega Cap Growth ETF worth $122K as of Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #217 holding.
809 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.