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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
Q3 		$2.59M Sell
27,972
-480
-2% -$42.8K 0.99% 27
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM

Cherry Creek Investment Advisors's MGK Position: Q3 2026 in Review

Cherry Creek Investment Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.7% in Q3 2026, selling an estimated $42.8K and leaving 27,972 shares worth $2.59M. The position accounts for 0.99% of the portfolio, ranked #27.

Cherry Creek Investment Advisors first reported a position in MGK in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.59M in Q4 2025. 187 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Cherry Creek Investment Advisors held 27,972 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.59M as of Q3 2026.
  • Cherry Creek Investment Advisors sold 480 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $42.8K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.99% of Cherry Creek Investment Advisors's portfolio in Q3 2026, its #27 holding.
  • Cherry Creek Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 22 quarters since.
  • Cherry Creek Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.59M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.