Stonebridge Financial Planning Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Stonebridge Financial Planning Group’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	$755K	Buy	8,592 +557	+7%	+$47.5K	0.24%	110
2026 Q1	$590K	Sell	8,035 -450	-5%	-$35.3K	0.22%	112
2025 Q4	$700K	Sell	8,485 -150	-2%	-$12.3K	0.25%	105
2025 Q3	$695K	Sell	8,635 -510	-6%	-$39.1K	0.26%	102
2025 Q2	$670K	Hold	9,145	–	–	0.28%	96
2025 Q1	$565K	Sell	9,145 -570	-6%	-$38.5K	0.26%	100
2024 Q4	$667K	Hold	9,715	–	–	0.3%	91
2024 Q3	$626K	Buy	9,715 +890	+10%	+$55.5K	0.3%	93
2024 Q2	$555K	Sell	8,825 -330	-4%	-$19.3K	0.28%	97
2024 Q1	$525K	Sell	9,155 -375	-4%	-$20.7K	0.28%	97
2023 Q4	$495K	Sell	9,530 -425	-4%	-$20.6K	0.28%	91
2023 Q3	$452K	Sell	9,955 -775	-7%	-$36.6K	0.29%	89
2023 Q2	$505K	Sell	10,730 -800	-7%	-$34.5K	0.31%	75
2023 Q1	$472K	Sell	11,530 -16,085	-58%	-$610K	0.3%	83
2022 Q4	$950K	Sell	27,615 -33,800	-55%	-$1.21M	0.63%	55
2022 Q3	$2.14M	Sell	61,415 -50,820	-45%	-$2M	1.5%	19
2022 Q2	$4.08M	Sell	112,235 -405	-0.4%	-$16.3K	2.77%	7
2022 Q1	$5.3M	Sell	112,640 -2,985	-3%	-$138K	2.97%	6
2021 Q4	$5.35M	Buy	115,625 +2,655	+2%	+$134K	2.81%	5
2021 Q3	$5.8M	Buy	112,970 +1,045	+0.9%	+$50.6K	2.84%	6
2021 Q2	$5.33M	Sell	111,925 -20,660	-16%	-$909K	2.82%	6
2021 Q1	$5.83M	Sell	132,585 -3,095	-2%	-$128K	3.41%	4
2020 Q4	$5.53M	Buy	135,680 +6,240	+5%	+$242K	3.5%	4
2020 Q3	$4.97M	Buy	129,440 +3,895	+3%	+$140K	3.57%	3
2020 Q2	$4.18M	Buy	125,545 +4,855	+4%	+$145K	3.56%	3
2020 Q1	$3.24M	Buy	120,690 +1,260	+1%	+$36.4K	3.23%	4
2019 Q4	$3.48M	Buy	+119,430	New	+$3.3M	3.15%	4

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Stonebridge Financial Planning Group's MGK Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.9% in Q2 2026, buying an estimated $47.5K and bringing the position to 8,592 shares worth $755K. The position accounts for 0.24% of the portfolio, ranked #110.

Stonebridge Financial Planning Group first reported a position in MGK in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.83M in Q1 2021. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Stonebridge Financial Planning Group held 8,592 shares of Vanguard Morningstar Mega Cap Growth ETF worth $755K as of Q2 2026.
Stonebridge Financial Planning Group bought 557 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $47.5K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.24% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #110 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Stonebridge Financial Planning Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $5.83M in Q1 2021.
502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.