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

Cornerstone Planning Group’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	$68.7K	Sell	788 -3,167	-80%	-$270K	0.01%	325
2026 Q1	$67.3K	Buy	3,955 +2,565	+185%	+$201K	0.01%	327
2025 Q4	$115K	Buy	1,390 +560	+67%	+$46K	0.02%	200
2025 Q3	$48K	Buy	830 +680	+453%	+$52.2K	0.01%	356
2025 Q2	$11.3K	Buy	+150	New	+$9.88K	﹤0.01%	530
2024 Q2	–	Sell	-20	Closed	-$849	–	1309
2024 Q1	$849	Buy	20 +5	+33%	+$276	﹤0.01%	813
2023 Q4	$781	Hold	15	–	–	﹤0.01%	741
2023 Q3	$682	Hold	15	–	–	﹤0.01%	854
2023 Q2	$706	Buy	+15	New	+$646	﹤0.01%	1424

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cornerstone Planning Group's MGK Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, selling an estimated $270K and leaving 788 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #325.

Cornerstone Planning Group first reported a position in MGK in Q2 2023 and has held it in 9 quarters since. The position peaked at $115K in Q4 2025. 698 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Cornerstone Planning Group held 788 shares of Vanguard Morningstar Mega Cap Growth ETF worth $68.7K as of Q2 2026.
Cornerstone Planning Group sold 3,167 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $270K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #325 holding.
Cornerstone Planning Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 9 quarters since.
Cornerstone Planning Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $115K in Q4 2025.
698 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.