Cedar Point Capital Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Cedar Point Capital Partners’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	$13M	Buy	147,385 +2,105	+1%	+$180K	7.45%	2
2026 Q1	$10.7M	Buy	145,280 +6,655	+5%	+$523K	6.93%	2
2025 Q4	$11.4M	Sell	138,625 -13,310	-9%	-$1.09M	7.31%	1
2025 Q3	$12.2M	Sell	151,935 -1,060	-0.7%	-$81.4K	8.02%	1
2025 Q2	$11.2M	Sell	152,995 -6,980	-4%	-$460K	7.9%	1
2025 Q1	$9.88M	Buy	159,975 +2,185	+1%	+$147K	6.63%	3
2024 Q4	$10.8M	Sell	157,790 -1,625	-1%	-$109K	7.33%	2
2024 Q3	$10.3M	Sell	159,415 -14,390	-8%	-$898K	7.05%	2
2024 Q2	$10.9M	Sell	173,805 -4,085	-2%	-$238K	8.17%	1
2024 Q1	$10.2M	Buy	177,890 +2,220	+1%	+$122K	7.74%	1
2023 Q4	$9.12M	Buy	+175,670	New	+$8.52M	7.55%	1

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

Cedar Point Capital Partners's MGK Position: Q2 2026 in Review

Cedar Point Capital Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.4% in Q2 2026, buying an estimated $180K and bringing the position to 147,385 shares worth $13M. The position accounts for 7.45% of the portfolio, ranked #2.

Cedar Point Capital Partners first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Cedar Point Capital Partners held 147,385 shares of Vanguard Morningstar Mega Cap Growth ETF worth $13M as of Q2 2026.
Cedar Point Capital Partners bought 2,105 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $180K.
Vanguard Morningstar Mega Cap Growth ETF made up 7.45% of Cedar Point Capital Partners's portfolio in Q2 2026, its #2 holding.
Cedar Point Capital Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.