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

Cornerstone Wealth 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 		$764K Sell
8,693
-34,732
-80% -$2.96M 0.05% 196
2026
Q1 		$715K Buy
+43,425
New +$3.41M 0.05% 193

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

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

Cornerstone Wealth Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, selling an estimated $2.96M and leaving 8,693 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #196.

Cornerstone Wealth Group first reported a position in MGK in Q1 2026 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Cornerstone Wealth Group held 8,693 shares of Vanguard Morningstar Mega Cap Growth ETF worth $764K as of Q2 2026.
  • Cornerstone Wealth Group sold 34,732 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.96M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Cornerstone Wealth Group's portfolio in Q2 2026, its #196 holding.
  • Cornerstone Wealth Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.