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 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 $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

Plan Group Financial's MGK Position: Q2 2026 in Review

Plan Group Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q2 2026, buying an estimated $736K and bringing the position to 86,279 shares worth $7.58M. The position accounts for 1.56% of the portfolio, ranked #17.

Plan Group Financial first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Plan Group Financial held 86,279 shares of Vanguard Morningstar Mega Cap Growth ETF worth $7.58M as of Q2 2026.
Plan Group Financial bought 8,619 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $736K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.56% of Plan Group Financial's portfolio in Q2 2026, its #17 holding.
Plan Group Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.