Pettyjohn Wood & White’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Pettyjohn Wood & White’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	$522K	Hold	5,935	–	–	0.08%	143
2026 Q1	$436K	Hold	5,935	–	–	0.07%	144
2025 Q4	$490K	Hold	5,935	–	–	0.08%	136
2025 Q3	$478K	Hold	5,935	–	–	0.08%	136
2025 Q2	$435K	Hold	5,935	–	–	0.08%	137
2025 Q1	$367K	Hold	5,935	–	–	0.07%	144
2024 Q4	$408K	Hold	5,935	–	–	0.07%	140
2024 Q3	$382K	Hold	5,935	–	–	0.07%	146
2024 Q2	$373K	Hold	5,935	–	–	0.07%	143
2024 Q1	$340K	Hold	5,935	–	–	0.07%	151
2023 Q4	$308K	Hold	5,935	–	–	0.07%	155
2023 Q3	$269K	Hold	5,935	–	–	0.06%	160
2023 Q2	$279K	Hold	5,935	–	–	0.06%	152
2023 Q1	$243K	Hold	5,935	–	–	0.06%	159
2022 Q4	$204K	Hold	5,935	–	–	0.05%	168
2022 Q3	$207K	Hold	5,935	–	–	0.06%	159
2022 Q2	$216K	Hold	5,935	–	–	0.05%	157
2022 Q1	$279K	Hold	5,935	–	–	0.06%	140
2021 Q4	$310K	Sell	5,935 -615	-9%	-$31.1K	0.06%	140
2021 Q3	$308K	Sell	6,550 -200	-3%	-$9.68K	0.07%	138
2021 Q2	$312K	Hold	6,750	–	–	0.07%	139
2021 Q1	$280K	Hold	6,750	–	–	0.07%	136
2020 Q4	$275K	Hold	6,750	–	–	0.07%	130
2020 Q3	$250K	Hold	6,750	–	–	0.07%	125
2020 Q2	$221K	Buy	+6,750	New	+$201K	0.07%	129

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

Pettyjohn Wood & White's MGK Position: Q2 2026 in Review

Pettyjohn Wood & White held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 5,935 shares worth $522K. The position accounts for 0.08% of the portfolio, ranked #143.

Pettyjohn Wood & White first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Pettyjohn Wood & White held 5,935 shares of Vanguard Morningstar Mega Cap Growth ETF worth $522K as of Q2 2026.
Pettyjohn Wood & White left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of Pettyjohn Wood & White's portfolio in Q2 2026, its #143 holding.
Pettyjohn Wood & White first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.