Crown Wealth Group
MGK icon

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

Crown 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
Q3 		$1.69M Buy
18,265
+1,531
+9% +$137K 0.42% 36
2026
Q2 		$1.47M Buy
16,734
+1,559
+10% +$133K 0.37% 41
2026
Q1 		$1.12M Sell
15,175
-815
-5% -$64K 0.33% 45
2025
Q4 		$1.32M Sell
15,990
-2,725
-15% -$224K 0.37% 43
2025
Q3 		$1.51M Buy
18,715
+2,205
+13% +$169K 0.45% 35
2025
Q2 		$1.21M Buy
16,510
+1,295
+9% +$85.3K 0.45% 36
2025
Q1 		$940K Sell
15,215
-3,665
-19% -$247K 0.49% 34
2024
Q4 		$1.3M Buy
18,880
+1,860
+11% +$125K 0.53% 31
2024
Q3 		$1.1M Sell
17,020
-3,770
-18% -$235K 0.48% 33
2024
Q2 		$1.31M Sell
20,790
-450
-2% -$26.3K 0.65% 26
2024
Q1 		$1.22M Buy
21,240
+12,485
+143% +$689K 0.63% 26
2023
Q4 		$454K Buy
+8,755
New +$425K 0.27% 46

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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 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
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Crown Wealth Group's MGK Position: Q3 2026 in Review

Crown Wealth Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 9.1% in Q3 2026, buying an estimated $137K and bringing the position to 18,265 shares worth $1.69M. The position accounts for 0.42% of the portfolio, ranked #36.

Crown Wealth Group first reported a position in MGK in Q4 2023 and has held it in 12 quarters since. 459 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Crown Wealth Group held 18,265 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.69M as of Q3 2026.
  • Crown Wealth Group bought 1,531 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $137K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.42% of Crown Wealth Group's portfolio in Q3 2026, its #36 holding.
  • Crown Wealth Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 459 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.