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Capital Planning Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Capital Planning Advisors’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 		– Sell
-2,695
Closed -$222K – 161
2025
Q4 		$222K Hold
2,695
– – 0.03% 153
2025
Q3 		$217K Buy
+2,695
New +$207K 0.03% 141

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Planning Advisors's MGK Position: Q1 2026 in Review

Capital Planning Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 2,695 shares — an estimated $222K sold.

Capital Planning Advisors first reported a position in MGK in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Capital Planning Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 2,695 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $222K.
  • Capital Planning Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • Capital Planning Advisors's Vanguard Mega Cap Growth ETF position peaked at $222K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.