CGN Advisors
MGK icon

CGN Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

CGN Advisors’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
Q3 		$517K Buy
5,582
+68
+1% +$6.06K 0.04% 221
2026
Q2 		$485K Buy
5,514
+154
+3% +$13.1K 0.04% 232
2026
Q1 		$394K Buy
5,360
+50
+0.9% +$3.93K 0.03% 245
2025
Q4 		$439K Buy
5,310
+235
+5% +$19.3K 0.03% 233
2025
Q3 		$408K Sell
5,075
-85
-2% -$6.52K 0.03% 231
2025
Q2 		$378K Sell
5,160
-80
-2% -$5.27K 0.03% 242
2025
Q1 		$324K Buy
5,240
+375
+8% +$25.3K 0.03% 254
2024
Q4 		$334K Buy
4,865
+495
+11% +$33.3K 0.03% 242
2024
Q3 		$282K Buy
4,370
+390
+10% +$24.3K 0.03% 250
2024
Q2 		$250K Buy
3,980
+205
+5% +$12K 0.03% 239
2024
Q1 		$216K Buy
+3,775
New +$208K 0.03% 243
2022
Q1 		– Sell
-16,155
Closed -$843K – 225
2021
Q4 		$843K Buy
16,155
+4,085
+34% +$207K 0.22% 102
2021
Q3 		$567K Buy
12,070
+130
+1% +$6.29K 0.19% 124
2021
Q2 		$553K Buy
11,940
+3,650
+44% +$161K 0.17% 128
2021
Q1 		$343K Buy
8,290
+1,560
+23% +$64.3K 0.12% 150
2020
Q4 		$274K Buy
+6,730
New +$261K 0.11% 169

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

CGN Advisors's MGK Position: Q3 2026 in Review

CGN Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.2% in Q3 2026, buying an estimated $6.06K and bringing the position to 5,582 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #221.

CGN Advisors first reported a position in MGK in Q4 2020 and has held it in 16 quarters since. The position peaked at $843K in Q4 2021. 636 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • CGN Advisors held 5,582 shares of Vanguard Morningstar Mega Cap Growth ETF worth $517K as of Q3 2026.
  • CGN Advisors bought 68 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $6.06K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of CGN Advisors's portfolio in Q3 2026, its #221 holding.
  • CGN Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 16 quarters since.
  • CGN Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $843K in Q4 2021.
  • 636 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.