Plan Group Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Plan Group Financial’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	$8.32M	Buy	91,617 +5,338	+6%	+$476K	1.63%	16
2026 Q2	$7.58M	Buy	86,279 +8,619	+11%	+$736K	1.56%	17
2026 Q1	$5.71M	Buy	77,660 +14,975	+24%	+$1.18M	1.34%	19
2025 Q4	$5.17M	Buy	62,685 +7,285	+13%	+$598K	1.34%	23
2025 Q3	$4.46M	Buy	55,400 +16,360	+42%	+$1.26M	1.2%	22
2025 Q2	$2.86M	Buy	39,040 +21,705	+125%	+$1.43M	0.94%	32
2025 Q1	$1.07M	Buy	+17,335	New	+$1.17M	0.38%	69

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

Plan Group Financial's MGK Position: Q3 2026 in Review

Plan Group Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.2% in Q3 2026, buying an estimated $476K and bringing the position to 91,617 shares worth $8.32M. The position accounts for 1.63% of the portfolio, ranked #16.

Plan Group Financial first reported a position in MGK in Q1 2025 and has held it in 7 quarters since. 334 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Plan Group Financial held 91,617 shares of Vanguard Morningstar Mega Cap Growth ETF worth $8.32M as of Q3 2026.
Plan Group Financial bought 5,338 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $476K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.63% of Plan Group Financial's portfolio in Q3 2026, its #16 holding.
Plan Group Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
334 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.