Cherry Tree Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Cherry Tree Wealth Management’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 Q1	$151K	Hold	2,055	–	–	0.03%	181
2025 Q4	$170K	Sell	2,055 -90	-4%	-$7.39K	0.04%	175
2025 Q3	$173K	Hold	2,145	–	–	0.04%	172
2025 Q2	$157K	Hold	2,145	–	–	0.04%	176
2025 Q1	$133K	Hold	2,145	–	–	0.03%	190
2024 Q4	$147K	Hold	2,145	–	–	0.04%	174
2024 Q3	$138K	Hold	2,145	–	–	0.03%	187
2024 Q2	$135K	Hold	2,145	–	–	0.03%	182
2024 Q1	$123K	Hold	2,145	–	–	0.03%	188
2023 Q4	$111K	Hold	2,145	–	–	0.03%	188
2023 Q3	$97.3K	Hold	2,145	–	–	0.03%	189
2023 Q2	$101K	Buy	+2,145	New	+$92.4K	0.03%	190

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cherry Tree Wealth Management's MGK Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 2,055 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #181.

Cherry Tree Wealth Management first reported a position in MGK in Q2 2023 and has held it in 12 quarters since. The position peaked at $173K in Q3 2025. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Cherry Tree Wealth Management held 2,055 shares of Vanguard Morningstar Mega Cap Growth ETF worth $151K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #181 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $173K in Q3 2025.
958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.