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

Sigma Planning Corp’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	$5.87M	Buy	66,718 +24,073	+56%	+$2.05M	0.15%	144
2026 Q1	$3.13M	Buy	42,645 +15,015	+54%	+$1.18M	0.09%	249
2025 Q4	$2.28M	Sell	27,630 -810	-3%	-$66.5K	0.06%	302
2025 Q3	$2.29M	Buy	28,440 +4,020	+16%	+$309K	0.07%	291
2025 Q2	$1.79M	Sell	24,420 -2,000	-8%	-$132K	0.05%	328
2025 Q1	$1.63M	Sell	26,420 -725	-3%	-$48.9K	0.05%	338
2024 Q4	$1.86M	Sell	27,145 -1,215	-4%	-$81.8K	0.06%	303
2024 Q3	$1.83M	Sell	28,360 -6,200	-18%	-$387K	0.06%	316
2024 Q2	$2.17M	Sell	34,560 -1,435	-4%	-$83.7K	0.07%	268
2024 Q1	$2.06M	Buy	35,995 +24,520	+214%	+$1.35M	0.06%	312
2023 Q4	$596K	Sell	11,475 -20,940	-65%	-$1.02M	0.05%	406
2023 Q3	$1.47M	Sell	32,415 -4,015	-11%	-$189K	0.06%	345
2023 Q2	$1.71M	Sell	36,430 -8,410	-19%	-$362K	0.06%	311
2023 Q1	$1.83M	Sell	44,840 -620	-1%	-$23.5K	0.06%	323
2022 Q4	$1.56M	Sell	45,460 -1,830	-4%	-$65.5K	0.06%	345
2022 Q3	$1.65M	Buy	47,290 +4,625	+11%	+$182K	0.06%	305
2022 Q2	$1.55M	Buy	42,665 +11,160	+35%	+$449K	0.05%	325
2022 Q1	$1.48M	Sell	31,505 -48,860	-61%	-$2.26M	0.04%	396
2021 Q4	$4.19M	Buy	80,365 +39,120	+95%	+$1.98M	0.12%	183
2021 Q3	$1.94M	Buy	41,245 +16,725	+68%	+$809K	0.06%	338
2021 Q2	$1.14M	Buy	24,520 +4,470	+22%	+$197K	0.03%	507
2021 Q1	$830K	Buy	20,050 +1,565	+8%	+$64.5K	0.03%	573
2020 Q4	$753K	Buy	18,485 +210	+1%	+$8.13K	0.03%	536
2020 Q3	$678K	Sell	18,275 -825	-4%	-$29.7K	0.03%	506
2020 Q2	$625K	Buy	19,100 +6,515	+52%	+$194K	0.03%	511
2020 Q1	$320K	Sell	12,585 -69,945	-85%	-$2.02M	0.02%	620
2019 Q4	$2.4M	Buy	82,530 +72,640	+734%	+$2.01M	0.1%	208
2019 Q3	$262K	Buy	9,890 +1,535	+18%	+$40.6K	0.01%	825
2019 Q2	$216K	Buy	8,355 +225	+3%	+$5.73K	0.01%	882
2019 Q1	$202K	Buy	+8,130	New	+$191K	0.01%	853
2018 Q4	–	Sell	-10,255	Closed	-$263K	–	922
2018 Q3	$263K	Buy	+10,255	New	+$256K	0.02%	759

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

Sigma Planning Corp's MGK Position: Q2 2026 in Review

Sigma Planning Corp increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 56% in Q2 2026, buying an estimated $2.05M and bringing the position to 66,718 shares worth $5.87M. The position accounts for 0.15% of the portfolio, ranked #144.

Sigma Planning Corp first reported a position in MGK in Q3 2018 and has held it in 31 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sigma Planning Corp held 66,718 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.87M as of Q2 2026.
Sigma Planning Corp bought 24,073 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.05M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.15% of Sigma Planning Corp's portfolio in Q2 2026, its #144 holding.
Sigma Planning Corp first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.