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Planning Directions’s Vanguard 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
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 $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Planning Directions's MGK Position: Q1 2026 in Review

Planning Directions increased its Vanguard Mega Cap Growth ETF (MGK) stake by 16% in Q1 2026, buying an estimated $55K and bringing the position to 5,155 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #66.

Planning Directions first reported a position in MGK in Q2 2020 and has held it in 24 quarters since. The position peaked at $386K in Q2 2024. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Planning Directions held 5,155 shares of Vanguard Mega Cap Growth ETF worth $379K as of Q1 2026.
  • Planning Directions bought 700 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $55K.
  • Vanguard Mega Cap Growth ETF made up 0.19% of Planning Directions's portfolio in Q1 2026, its #66 holding.
  • Planning Directions first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Planning Directions's Vanguard Mega Cap Growth ETF position peaked at $386K in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.