Center for Financial Planning’s Vanguard Morningstar 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

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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Center for Financial Planning's MGK Position: Q3 2025 in Review

Center for Financial Planning sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 1,850 shares — an estimated $135K sold.

Center for Financial Planning first reported a position in MGK in Q1 2021 and held it in 7 quarters. The position peaked at $135K in Q2 2025. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

Center for Financial Planning reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Center for Financial Planning sold 1,850 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2025, an estimated $135K.
Center for Financial Planning first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2021 and held it in 7 quarters.
Center for Financial Planning's Vanguard Morningstar Mega Cap Growth ETF position peaked at $135K in Q2 2025.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.