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

JGP 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	$700K	Sell	7,967 -78	-1%	-$6.66K	0.06%	135
2026 Q1	$591K	Hold	8,045	–	–	0.06%	134
2025 Q4	$664K	Hold	8,045	–	–	0.07%	132
2025 Q3	$652K	Buy	8,045 +345	+4%	+$26.5K	0.07%	125
2025 Q2	$564K	Sell	7,700 -400	-5%	-$26.4K	0.07%	126
2025 Q1	$500K	Hold	8,100	–	–	0.07%	123
2024 Q4	$556K	Hold	8,100	–	–	0.07%	122
2024 Q3	$522K	Hold	8,100	–	–	0.07%	126
2024 Q2	$509K	Sell	8,100 -400	-5%	-$23.3K	0.07%	125
2024 Q1	$487K	Hold	8,500	–	–	0.07%	123
2023 Q4	$441K	Hold	8,500	–	–	0.07%	122
2023 Q3	$386K	Hold	8,500	–	–	0.06%	121
2023 Q2	$400K	Sell	8,500 -500	-6%	-$21.5K	0.07%	119
2023 Q1	$368K	Hold	9,000	–	–	0.06%	117
2022 Q4	$310K	Hold	9,000	–	–	0.06%	126
2022 Q3	$316K	Hold	9,000	–	–	0.07%	120
2022 Q2	$338K	Buy	9,000 +2,500	+38%	+$101K	0.07%	117
2022 Q1	$296K	Hold	6,500	–	–	0.05%	132
2021 Q4	$327K	Hold	6,500	–	–	0.06%	131
2021 Q3	$305K	Hold	6,500	–	–	0.07%	127
2021 Q2	$301K	Hold	6,500	–	–	0.06%	131
2021 Q1	$269K	Hold	6,500	–	–	0.06%	132
2020 Q4	$276K	Hold	6,500	–	–	0.06%	128
2020 Q3	$244K	Hold	6,500	–	–	0.06%	121
2020 Q2	$222K	Buy	+6,500	New	+$194K	0.07%	120

Other funds holding MGK

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

JGP Wealth Management reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 0.97% in Q2 2026, selling an estimated $6.66K and leaving 7,967 shares worth $700K. The position accounts for 0.06% of the portfolio, ranked #135.

JGP Wealth Management first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. 381 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

JGP Wealth Management held 7,967 shares of Vanguard Mega Cap Growth ETF worth $700K as of Q2 2026.
JGP Wealth Management sold 78 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $6.66K.
Vanguard Mega Cap Growth ETF made up 0.06% of JGP Wealth Management's portfolio in Q2 2026, its #135 holding.
JGP Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
381 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.