BWM
MGK icon

Brown Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Brown Wealth Management’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 		$560K Buy
6,368
+163
+3% +$13.9K 0.13% 78
2026
Q1 		$456K Sell
6,205
-15
-0.2% -$1.18K 0.12% 75
2025
Q4 		$513K Buy
6,220
+1,310
+27% +$108K 0.14% 70
2025
Q3 		$395K Buy
4,910
+1,025
+26% +$78.7K 0.11% 76
2025
Q2 		$284K Buy
3,885
+365
+10% +$24.1K 0.09% 83
2025
Q1 		$217K Sell
3,520
-840
-19% -$56.7K 0.07% 89
2024
Q4 		$299K Buy
4,360
+455
+12% +$30.6K 0.11% 66
2024
Q3 		$251K Buy
+3,905
New +$244K 0.09% 75
2023
Q3 		– Sell
-12,135
Closed -$571K – 95
2023
Q2 		$571K Buy
+12,135
New +$523K 0.3% 51

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Brown Wealth Management's MGK Position: Q2 2026 in Review

Brown Wealth Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 2.6% in Q2 2026, buying an estimated $13.9K and bringing the position to 6,368 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #78.

Brown Wealth Management first reported a position in MGK in Q2 2023 and has held it in 9 quarters since. The position peaked at $571K in Q2 2023. 234 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Brown Wealth Management held 6,368 shares of Vanguard Mega Cap Growth ETF worth $560K as of Q2 2026.
  • Brown Wealth Management bought 163 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $13.9K.
  • Vanguard Mega Cap Growth ETF made up 0.13% of Brown Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Brown Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2023 and has held it in 9 quarters since.
  • Brown Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $571K in Q2 2023.
  • 234 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.