CFFP
MGK icon

Center for Financial Planning’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Center for Financial Planning’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
2025
Q3 		– Sell
-1,850
Closed -$135K – 689
2025
Q2 		$135K Hold
1,850
– – 0.02% 190
2025
Q1 		$114K Buy
+1,850
New +$125K 0.01% 193
2022
Q2 		– Sell
-260
Closed -$12K – 551
2022
Q1 		$12K Sell
260
-105
-29% -$4.86K ﹤0.01% 358
2021
Q4 		$19K Hold
365
– – ﹤0.01% 309
2021
Q3 		$17K Hold
365
– – ﹤0.01% 317
2021
Q2 		$17K Hold
365
– – ﹤0.01% 317
2021
Q1 		$15K Buy
+365
New +$15K ﹤0.01% 336

Other funds holding MGK

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CCWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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
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