Capstone Wealth Management Group (Oregon)’s Vanguard Morningstar 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 Q2	$721K	Buy	8,206 +951	+13%	+$81.2K	0.43%	53
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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Capstone Wealth Management Group (Oregon)'s MGK Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 13% in Q2 2026, buying an estimated $81.2K and bringing the position to 8,206 shares worth $721K. The position accounts for 0.43% of the portfolio, ranked #53.

Capstone Wealth Management Group (Oregon) first reported a position in MGK in Q3 2025 and has held it in 4 quarters since. The position peaked at $759K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 8,206 shares of Vanguard Morningstar Mega Cap Growth ETF worth $721K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 951 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $81.2K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.43% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #53 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
Capstone Wealth Management Group (Oregon)'s Vanguard Morningstar Mega Cap Growth ETF position peaked at $759K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.