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Investment Planning Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Investment Planning Advisors’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 		$1.66M Sell
18,882
-43
-0.2% -$3.67K 0.38% 29
2026
Q1 		$1.39M Sell
18,925
-135
-0.7% -$10.6K 0.38% 30
2025
Q4 		$1.57M Sell
19,060
-50
-0.3% -$4.11K 0.46% 28
2025
Q3 		$1.54M Buy
19,110
+4,240
+29% +$325K 0.48% 25
2025
Q2 		$1.09M Buy
14,870
+495
+3% +$32.6K 0.38% 26
2025
Q1 		$888K Sell
14,375
-100
-0.7% -$6.75K 0.36% 33
2024
Q4 		$994K Buy
14,475
+2,010
+16% +$135K 0.43% 30
2024
Q3 		$783K Hold
12,465
– – 0.4% 33
2024
Q2 		$783K Buy
+12,465
New +$727K 0.4% 33

Other funds holding MGK

AssetMark Inc
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment Planning Advisors's MGK Position: Q2 2026 in Review

Investment Planning Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.23% in Q2 2026, selling an estimated $3.67K and leaving 18,882 shares worth $1.66M. The position accounts for 0.38% of the portfolio, ranked #29.

Investment Planning Advisors first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 589 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Investment Planning Advisors held 18,882 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.66M as of Q2 2026.
  • Investment Planning Advisors sold 43 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.67K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.38% of Investment Planning Advisors's portfolio in Q2 2026, its #29 holding.
  • Investment Planning Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 589 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.