Peak Retirement Planning’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Peak Retirement Planning’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	$491K	Buy	5,588 +43	+0.8%	+$3.67K	0.08%	104
2026 Q1	$407K	Sell	5,545 -680	-11%	-$53.4K	0.08%	106
2025 Q4	$514K	Buy	6,225 +1,995	+47%	+$164K	0.12%	100
2025 Q3	$341K	Sell	4,230 -60	-1%	-$4.61K	0.1%	108
2025 Q2	$314K	Buy	+4,290	New	+$283K	0.13%	100

Other funds holding MGK

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

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

Peak Retirement Planning's MGK Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.78% in Q2 2026, buying an estimated $3.67K and bringing the position to 5,588 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #104.

Peak Retirement Planning first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. The position peaked at $514K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Peak Retirement Planning held 5,588 shares of Vanguard Morningstar Mega Cap Growth ETF worth $491K as of Q2 2026.
Peak Retirement Planning bought 43 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.67K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of Peak Retirement Planning's portfolio in Q2 2026, its #104 holding.
Peak Retirement Planning first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Peak Retirement Planning's Vanguard Morningstar Mega Cap Growth ETF position peaked at $514K in Q4 2025.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.