CWMGI
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Capstone Wealth Management Group, Inc.’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$721K Buy
+8,206
New +$700K 0.43% 53

Other funds holding MGK

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
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
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s MGK Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Vanguard Mega Cap Growth ETF (MGK) in Q2 2026: 8,206 shares worth $721K. The stake represents 0.43% of the portfolio and ranks #53 among its holdings.

420 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 8,206 shares of Vanguard Mega Cap Growth ETF worth $721K as of Q2 2026.
  • Vanguard Mega Cap Growth ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • Vanguard Mega Cap Growth ETF made up 0.43% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #53 holding.
  • 420 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.