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Action Point Financial Planning’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Action Point Financial Planning’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 		$150K Buy
+1,708
New +$146K 0.02% 501

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Action Point Financial Planning's MGK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 1,708 shares worth $150K. The stake represents 0.02% of the portfolio and ranks #501 among its holdings.

1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Action Point Financial Planning held 1,708 shares of Vanguard Morningstar Mega Cap Growth ETF worth $150K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Action Point Financial Planning position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #501 holding.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.