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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
Q2 		– Sell
-30
Closed -$2.21K – 106
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
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

Capital & Planning LLC's MGK Position: Q2 2026 in Review

Capital & Planning LLC sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 30 shares — an estimated $2.21K sold.

Capital & Planning LLC first reported a position in MGK in Q4 2024 and held it in 2 quarters. The position peaked at $2.21K in Q1 2026. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Capital & Planning LLC reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 30 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.21K.
  • Capital & Planning LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.21K in Q1 2026.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.