Cornerstone Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Cornerstone 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
2025 Q4	–	Sell	-2,665	Closed	-$214K	–	69
2025 Q3	$214K	Buy	+2,665	New	+$205K	0.04%	62
2024 Q3	–	Sell	-3,265	Closed	-$205K	–	55
2024 Q2	$205K	Buy	+3,265	New	+$191K	0.05%	54
2023 Q2	–	Sell	-3,715	Closed	-$152K	–	168
2023 Q1	$152K	Sell	3,715 -120	-3%	-$4.55K	0.04%	53
2022 Q4	$132K	Hold	3,835	–	–	0.04%	55
2022 Q3	$134K	Sell	3,835 -260	-6%	-$10.2K	0.04%	56
2022 Q2	$149K	Buy	4,095 +900	+28%	+$36.2K	0.04%	58
2022 Q1	$150K	Hold	3,195	–	–	0.04%	59
2021 Q4	$167K	Buy	+3,195	New	+$162K	0.05%	55
2020 Q4	–	Sell	-5,440	Closed	-$202K	–	46
2020 Q3	$202K	Buy	+5,440	New	+$196K	0.07%	46

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Cornerstone Management's MGK Position: Q4 2025 in Review

Cornerstone Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 2,665 shares — an estimated $214K sold.

Cornerstone Management first reported a position in MGK in Q3 2020 and held it in 9 quarters. The position peaked at $214K in Q3 2025. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Cornerstone Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Management sold 2,665 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $214K.
Cornerstone Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and held it in 9 quarters.
Cornerstone Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $214K in Q3 2025.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Cornerstone Management's 13F filing for Q4 2025, filed 6 Feb 2026.