CWM
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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
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 $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 Management's MGK Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.13% in Q2 2026, buying an estimated $683 and bringing the position to 6,303 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #463.

Cornerstone Wealth Management first reported a position in MGK in Q4 2016 and has held it in 20 quarters since. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Cornerstone Wealth Management held 6,303 shares of Vanguard Morningstar Mega Cap Growth ETF worth $554K as of Q2 2026.
  • Cornerstone Wealth Management bought 8 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $683.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2016 and has held it in 20 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.