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

Cornerstone 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
Q3 		$569K Sell
6,138
-165
-3% -$14.7K 0.02% 453
2026
Q2 		$554K Buy
6,303
+8
+0.1% +$683 0.02% 463
2026
Q1 		$463K Buy
6,295
+10
+0.2% +$785 0.02% 467
2025
Q4 		$519K Sell
6,285
-70
-1% -$5.75K 0.03% 411
2025
Q3 		$511K Buy
6,355
+275
+5% +$21.1K 0.03% 412
2025
Q2 		$445K Sell
6,080
-500
-8% -$33K 0.03% 413
2025
Q1 		$406K Buy
6,580
+430
+7% +$29K 0.03% 414
2024
Q4 		$422K Hold
6,150
– – 0.03% 383
2024
Q3 		$396K Sell
6,150
-130
-2% -$8.11K 0.03% 398
2024
Q2 		$395K Hold
6,280
– – 0.03% 378
2024
Q1 		$360K Buy
6,280
+1,455
+30% +$80.3K 0.03% 394
2023
Q4 		$250K Sell
4,825
-40
-0.8% -$1.94K 0.02% 451
2023
Q3 		$221K Buy
4,865
+5
+0.1% +$236 0.02% 490
2023
Q2 		$229K Buy
+4,860
New +$209K 0.02% 461
2019
Q3 		– Sell
-8,260
Closed -$215K – 363
2019
Q2 		$215K Sell
8,260
-540
-6% -$13.7K 0.04% 331
2019
Q1 		$325K Buy
+8,800
New +$207K 0.04% 365
2018
Q1 		– Sell
-10,960
Closed -$252K – 413
2017
Q4 		$252K Buy
10,960
+750
+7% +$16.3K 0.05% 337
2017
Q3 		$214K Sell
10,210
-1,590
-13% -$32.8K 0.04% 354
2017
Q2 		$238K Hold
11,800
– – 0.05% 318
2017
Q1 		$225K Buy
11,800
+10
+0.1% +$186 0.06% 309
2016
Q4 		$207K Buy
+11,790
New +$204K 0.07% 267

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Cornerstone Wealth Management's MGK Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.6% in Q3 2026, selling an estimated $14.7K and leaving 6,138 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #453.

Cornerstone Wealth Management first reported a position in MGK in Q4 2016 and has held it in 21 quarters since. 736 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Cornerstone Wealth Management held 6,138 shares of Vanguard Morningstar Mega Cap Growth ETF worth $569K as of Q3 2026.
  • Cornerstone Wealth Management sold 165 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $14.7K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #453 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2016 and has held it in 21 quarters since.
  • 736 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.