Plante Moran Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Plante Moran Financial Advisors’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	$7.03K	Hold	80	–	–	﹤0.01%	595
2026 Q1	$5.88K	Sell	80 -500	-86%	-$39.3K	﹤0.01%	554
2025 Q4	$47.9K	Hold	580	–	–	﹤0.01%	334
2025 Q3	$46.7K	Hold	580	–	–	﹤0.01%	350
2025 Q2	$42.5K	Sell	580 -345	-37%	-$22.7K	﹤0.01%	365
2025 Q1	$57.1K	Buy	925 +425	+85%	+$28.7K	﹤0.01%	318
2024 Q4	$34.3K	Hold	500	–	–	﹤0.01%	410
2024 Q3	$32.2K	Hold	500	–	–	﹤0.01%	453
2024 Q2	$31.4K	Hold	500	–	–	﹤0.01%	405
2024 Q1	$28.7K	Hold	500	–	–	﹤0.01%	444
2023 Q4	$26K	Hold	500	–	–	﹤0.01%	412
2023 Q3	$22.7K	Hold	500	–	–	﹤0.01%	411
2023 Q2	$23.5K	Hold	500	–	–	﹤0.01%	411
2023 Q1	$20.5K	Hold	500	–	–	﹤0.01%	436
2022 Q4	$17.2K	Hold	500	–	–	﹤0.01%	494
2022 Q3	$17K	Hold	500	–	–	﹤0.01%	495
2022 Q2	$18K	Hold	500	–	–	﹤0.01%	492
2022 Q1	$24K	Buy	+500	New	+$23.2K	﹤0.01%	459

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

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

VIA

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

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Plante Moran Financial Advisors's MGK Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 80 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Plante Moran Financial Advisors first reported a position in MGK in Q1 2022 and has held it in 18 quarters since. The position peaked at $57.1K in Q1 2025. 730 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Plante Moran Financial Advisors held 80 shares of Vanguard Morningstar Mega Cap Growth ETF worth $7.03K as of Q2 2026.
Plante Moran Financial Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #595 holding.
Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
Plante Moran Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $57.1K in Q1 2025.
730 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.