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Cherry Creek Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Cherry Creek Investment 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
Q2 		$2.5M Sell
28,452
-1,038
-4% -$88.6K 0.98% 28
2026
Q1 		$2.17M Sell
29,490
-1,915
-6% -$150K 0.94% 29
2025
Q4 		$2.59M Sell
31,405
-595
-2% -$48.9K 1.11% 25
2025
Q3 		$2.58M Buy
32,000
+1,125
+4% +$86.3K 1.11% 24
2025
Q2 		$2.26M Sell
30,875
-490
-2% -$32.3K 1.06% 24
2025
Q1 		$1.94M Sell
31,365
-170
-0.5% -$11.5K 1.01% 25
2024
Q4 		$2.17M Sell
31,535
-685
-2% -$46.1K 1.06% 24
2024
Q3 		$2.07M Buy
32,220
+615
+2% +$38.4K 1.07% 26
2024
Q2 		$1.99M Buy
31,605
+100
+0.3% +$5.83K 1.04% 24
2024
Q1 		$1.81M Buy
31,505
+75
+0.2% +$4.14K 0.98% 26
2023
Q4 		$1.63M Buy
31,430
+1,095
+4% +$53.1K 1% 25
2023
Q3 		$1.38M Buy
30,335
+2,630
+9% +$124K 0.93% 29
2023
Q2 		$1.3M Buy
27,705
+2,820
+11% +$122K 0.88% 28
2023
Q1 		$1.02M Sell
24,885
-205
-0.8% -$7.77K 0.75% 33
2022
Q4 		$863K Sell
25,090
-2,245
-8% -$80.4K 0.67% 35
2022
Q3 		$953K Buy
27,335
+60
+0.2% +$2.36K 0.79% 34
2022
Q2 		$991K Sell
27,275
-2,615
-9% -$105K 0.8% 36
2022
Q1 		$1.41M Sell
29,890
-3,110
-9% -$144K 0.93% 34
2021
Q4 		$1.72M Sell
33,000
-350
-1% -$17.7K 1.07% 28
2021
Q3 		$1.57M Buy
33,350
+920
+3% +$44.5K 1.04% 30
2021
Q2 		$1.5M Buy
+32,430
New +$1.43M 0.99% 32

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

Cherry Creek Investment Advisors's MGK Position: Q2 2026 in Review

Cherry Creek Investment Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.5% in Q2 2026, selling an estimated $88.6K and leaving 28,452 shares worth $2.5M. The position accounts for 0.98% of the portfolio, ranked #28.

Cherry Creek Investment Advisors first reported a position in MGK in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.59M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Cherry Creek Investment Advisors held 28,452 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.5M as of Q2 2026.
  • Cherry Creek Investment Advisors sold 1,038 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $88.6K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.98% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Cherry Creek Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Cherry Creek Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.59M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.