Comprehensive Financial Planning’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Comprehensive 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
2026 Q2	$463K	Buy	5,268 +8	+0.2%	+$683	0.25%	84
2026 Q1	$387K	Buy	5,260 +5	+0.1%	+$393	0.27%	79
2025 Q4	$434K	Buy	5,255 +5	+0.1%	+$411	0.29%	76
2025 Q3	$423K	Buy	5,250 +5	+0.1%	+$384	0.29%	74
2025 Q2	$384K	Buy	5,245 +5	+0.1%	+$330	0.3%	75
2025 Q1	$324K	Hold	5,240	–	–	0.32%	67
2024 Q4	$360K	Buy	+5,240	New	+$353K	0.3%	63

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Comprehensive Financial Planning's MGK Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.15% in Q2 2026, buying an estimated $683 and bringing the position to 5,268 shares worth $463K. The position accounts for 0.25% of the portfolio, ranked #84.

Comprehensive Financial Planning first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Comprehensive Financial Planning held 5,268 shares of Vanguard Morningstar Mega Cap Growth ETF worth $463K as of Q2 2026.
Comprehensive Financial Planning bought 8 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $683.
Vanguard Morningstar Mega Cap Growth ETF made up 0.25% of Comprehensive Financial Planning's portfolio in Q2 2026, its #84 holding.
Comprehensive Financial Planning first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.