CX Institutional
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CX Institutional’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

CX Institutional’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 		$33.1M Buy
357,048
+12,735
+4% +$1.14M 0.9% 19
2026
Q2 		$30.3M Sell
344,313
-26,682
-7% -$2.28M 0.87% 25
2026
Q1 		$27.3M Sell
370,995
-347,580
-48% -$27.3M 0.83% 27
2025
Q4 		$59.3M Sell
718,575
-35,125
-5% -$2.89M 1.77% 11
2025
Q3 		$60.7M Sell
753,700
-223,145
-23% -$17.1M 1.84% 9
2025
Q2 		$71.5M Buy
976,845
+123,170
+14% +$8.12M 2.49% 4
2025
Q1 		$52.7M Buy
853,675
+25,760
+3% +$1.74M 1.99% 6
2024
Q4 		$56.9M Buy
827,915
+119,140
+17% +$8.02M 2.26% 4
2024
Q3 		$45.6M Buy
708,775
+53,890
+8% +$3.36M 2.03% 3
2024
Q2 		$41.2M Buy
654,885
+102,030
+18% +$5.95M 1.93% 4
2024
Q1 		$31.7M Buy
552,855
+208,825
+61% +$11.5M 1.53% 9
2023
Q4 		$17.9M Sell
344,030
-8,465
-2% -$411K 0.95% 22
2023
Q3 		$16M Buy
352,495
+171,760
+95% +$8.1M 0.88% 26
2023
Q2 		$8.51M Buy
180,735
+6,745
+4% +$291K 0.44% 62
2023
Q1 		$7.11M Sell
173,990
-379,910
-69% -$14.4M 0.38% 71
2022
Q4 		$19.1M Sell
553,900
-9,895
-2% -$354K 1.16% 18
2022
Q3 		$19.7M Buy
563,795
+206,605
+58% +$8.13M 1.36% 14
2022
Q2 		$13M Buy
357,190
+103,480
+41% +$4.16M 0.98% 17
2022
Q1 		$11.9M Buy
253,710
+34,815
+16% +$1.61M 0.96% 24
2021
Q4 		$11.4M Buy
218,895
+18,855
+9% +$955K 0.91% 24
2021
Q3 		$9.39M Buy
200,040
+21,080
+12% +$1.02M 0.77% 29
2021
Q2 		$8.28M Sell
178,960
-13,300
-7% -$585K 0.68% 37
2021
Q1 		$7.96M Buy
192,260
+125,930
+190% +$5.19M 0.71% 34
2020
Q4 		$2.7M Buy
+66,330
New +$2.57M 0.26% 112

Other funds holding MGK

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
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ZC
Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

CX Institutional's MGK Position: Q3 2026 in Review

CX Institutional increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.7% in Q3 2026, buying an estimated $1.14M and bringing the position to 357,048 shares worth $33.1M. The position accounts for 0.9% of the portfolio, ranked #19.

CX Institutional first reported a position in MGK in Q4 2020 and has held it in 24 quarters since. The position peaked at $71.5M in Q2 2025. 250 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • CX Institutional held 357,048 shares of Vanguard Morningstar Mega Cap Growth ETF worth $33.1M as of Q3 2026.
  • CX Institutional bought 12,735 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $1.14M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.9% of CX Institutional's portfolio in Q3 2026, its #19 holding.
  • CX Institutional first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • CX Institutional's Vanguard Morningstar Mega Cap Growth ETF position peaked at $71.5M in Q2 2025.
  • 250 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.