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

Sequent Planning’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	$431K	Buy	4,902 +197	+4%	+$16.8K	0.09%	163
2026 Q1	$346K	Buy	4,705 +20	+0.4%	+$1.57K	0.08%	160
2025 Q4	$387K	Sell	4,685 -75	-2%	-$6.16K	0.1%	144
2025 Q3	$383K	Buy	4,760 +370	+8%	+$28.4K	0.11%	136
2025 Q2	$322K	Buy	4,390 +190	+5%	+$12.5K	0.1%	119
2025 Q1	$259K	Buy	4,200 +30	+0.7%	+$2.02K	0.09%	124
2024 Q4	$286K	Buy	+4,170	New	+$281K	0.11%	117

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

Sequent Planning's MGK Position: Q2 2026 in Review

Sequent Planning increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 4,902 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #163.

Sequent Planning first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sequent Planning held 4,902 shares of Vanguard Morningstar Mega Cap Growth ETF worth $431K as of Q2 2026.
Sequent Planning bought 197 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $16.8K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Sequent Planning's portfolio in Q2 2026, its #163 holding.
Sequent Planning first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.