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

Planning Directions’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 		$445K Sell
5,060
-95
-2% -$8.11K 0.21% 65
2026
Q1 		$379K Buy
5,155
+700
+16% +$55K 0.19% 66
2025
Q4 		$368K Sell
4,455
-35
-0.8% -$2.88K 0.19% 58
2025
Q3 		$361K Sell
4,490
-35
-0.8% -$2.69K 0.19% 61
2025
Q2 		$331K Sell
4,525
-115
-2% -$7.58K 0.19% 59
2025
Q1 		$287K Sell
4,640
-145
-3% -$9.78K 0.12% 101
2024
Q4 		$329K Buy
4,785
+205
+4% +$13.8K 0.19% 59
2024
Q3 		$295K Sell
4,580
-1,555
-25% -$97K 0.18% 65
2024
Q2 		$386K Sell
6,135
-105
-2% -$6.13K 0.26% 50
2024
Q1 		$358K Sell
6,240
-170
-3% -$9.38K 0.25% 52
2023
Q4 		$333K Sell
6,410
-305
-5% -$14.8K 0.24% 50
2023
Q3 		$305K Buy
6,715
+135
+2% +$6.37K 0.23% 49
2023
Q2 		$310K Buy
6,580
+5
+0.1% +$215 0.23% 50
2023
Q1 		$269K Buy
6,575
+220
+3% +$8.34K 0.2% 53
2022
Q4 		$219K Sell
6,355
-1,445
-19% -$51.7K 0.17% 64
2022
Q3 		$272K Sell
7,800
-355
-4% -$14K 0.22% 52
2022
Q2 		$296K Buy
8,155
+1,540
+23% +$61.9K 0.23% 48
2022
Q1 		$311K Buy
6,615
+100
+2% +$4.63K 0.22% 54
2021
Q4 		$340K Sell
6,515
-65
-1% -$3.29K 0.23% 52
2021
Q3 		$309K Buy
6,580
+50
+0.8% +$2.42K 0.22% 51
2021
Q2 		$302K Sell
6,530
-670
-9% -$29.5K 0.22% 54
2021
Q1 		$298K Buy
7,200
+405
+6% +$16.7K 0.23% 50
2020
Q4 		$277K Sell
6,795
-535
-7% -$20.7K 0.22% 51
2020
Q3 		$272K Buy
7,330
+395
+6% +$14.2K 0.24% 48
2020
Q2 		$227K Buy
+6,935
New +$207K 0.21% 55

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Planning Directions's MGK Position: Q2 2026 in Review

Planning Directions reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.8% in Q2 2026, selling an estimated $8.11K and leaving 5,060 shares worth $445K. The position accounts for 0.21% of the portfolio, ranked #65.

Planning Directions first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Planning Directions held 5,060 shares of Vanguard Morningstar Mega Cap Growth ETF worth $445K as of Q2 2026.
  • Planning Directions sold 95 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $8.11K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.21% of Planning Directions's portfolio in Q2 2026, its #65 holding.
  • Planning Directions first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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