CPL
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Capital & Planning LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Capital & 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
Q1 		$2.21K Buy
+30
New +$2.36K ﹤0.01% 145
2025
Q1 		– Sell
-30
Closed -$2.06K – 117
2024
Q4 		$2.06K Buy
+30
New +$2.02K ﹤0.01% 161

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital & Planning LLC's MGK Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026: 30 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in MGK as recently as Q4 2024.

Capital & Planning LLC first reported a position in MGK in Q4 2024 and has held it in 2 quarters since. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Capital & Planning LLC held 30 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.21K as of Q1 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Capital & Planning LLC position in Q1 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #145 holding.
  • Capital & Planning LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.