CWMGP
MGK icon

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

Capstone Wealth Management Group (Pennsylvania)’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 		$16.7M Buy
190,425
+27,045
+17% +$2.31M 5.9% 2
2026
Q1 		$12M Buy
163,380
+4,215
+3% +$331K 5.03% 5
2025
Q4 		$13.1M Buy
159,165
+3,700
+2% +$304K 5.51% 5
2025
Q3 		$12.5M Buy
155,465
+15,005
+11% +$1.15M 5.3% 4
2025
Q2 		$10.3M Buy
140,460
+87,935
+167% +$5.79M 9.87% 3
2025
Q1 		$3.24M Sell
52,525
-2,065
-4% -$139K 1.85% 16
2024
Q4 		$3.75M Sell
54,590
-40
-0.1% -$2.69K 2.01% 15
2024
Q3 		$3.52M Sell
54,630
-61,255
-53% -$3.82M 2.08% 14
2024
Q2 		$7.28M Sell
115,885
-1,270
-1% -$74.1K 4.76% 5
2024
Q1 		$6.72M Sell
117,155
-5,540
-5% -$306K 4.82% 5
2023
Q4 		$6.37M Sell
122,695
-7,085
-5% -$344K 6.02% 4
2023
Q3 		$5.89M Sell
129,780
-8,015
-6% -$378K 6.1% 4
2023
Q2 		$6.49M Sell
137,795
-2,670
-2% -$115K 6.69% 4
2023
Q1 		$5.75M Sell
140,465
-13,250
-9% -$502K 6.37% 5
2022
Q4 		$5.29M Sell
153,715
-2,135
-1% -$76.5K 5.69% 5
2022
Q3 		$5.43M Buy
155,850
+1,145
+0.7% +$45.1K 6.95% 4
2022
Q2 		$5.62M Sell
154,705
-1,270
-0.8% -$51.1K 6.78% 4
2022
Q1 		$7.34M Sell
155,975
-37,170
-19% -$1.72M 7.34% 4
2021
Q4 		$10.1M Buy
+193,145
New +$9.78M 8.19% 3

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

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

Capstone Wealth Management Group (Pennsylvania) increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 17% in Q2 2026, buying an estimated $2.31M and bringing the position to 190,425 shares worth $16.7M. The position accounts for 5.9% of the portfolio, ranked #2.

Capstone Wealth Management Group (Pennsylvania) first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 190,425 shares of Vanguard Morningstar Mega Cap Growth ETF worth $16.7M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 27,045 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.31M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 5.9% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #2 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.