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 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

Crown Wealth Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 10% in Q2 2026, buying an estimated $133K and bringing the position to 16,734 shares worth $1.47M. The position accounts for 0.37% of the portfolio, ranked #41.

Crown Wealth Group first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q3 2025. 476 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Crown Wealth Group held 16,734 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.47M as of Q2 2026.
Crown Wealth Group bought 1,559 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $133K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.37% of Crown Wealth Group's portfolio in Q2 2026, its #41 holding.
Crown Wealth Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Crown Wealth Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.51M in Q3 2025.
476 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.