CWMGO
MGK icon

Capstone Wealth Management Group (Oregon)’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$533K Sell
7,255
-1,935
-21% -$152K 0.33% 67
2025
Q4 		$759K Buy
9,190
+5,455
+146% +$448K 0.46% 50
2025
Q3 		$301K Buy
+3,735
New +$287K 0.19% 87

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

Capstone Wealth Management Group (Oregon)'s MGK Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 21% in Q1 2026, selling an estimated $152K and leaving 7,255 shares worth $533K. The position accounts for 0.33% of the portfolio, ranked #67.

Capstone Wealth Management Group (Oregon) first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. The position peaked at $759K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 7,255 shares of Vanguard Mega Cap Growth ETF worth $533K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) sold 1,935 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $152K.
  • Vanguard Mega Cap Growth ETF made up 0.33% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #67 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Vanguard Mega Cap Growth ETF position peaked at $759K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.