Pettyjohn Wood & White’s Vanguard 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 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 $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pettyjohn Wood & White's MGK Position: Q1 2026 in Review

Pettyjohn Wood & White held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 5,935 shares worth $436K. The position accounts for 0.07% of the portfolio, ranked #144.

Pettyjohn Wood & White first reported a position in MGK in Q2 2020 and has held it in 24 quarters since. The position peaked at $490K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Pettyjohn Wood & White held 5,935 shares of Vanguard Mega Cap Growth ETF worth $436K as of Q1 2026.
Pettyjohn Wood & White left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mega Cap Growth ETF made up 0.07% of Pettyjohn Wood & White's portfolio in Q1 2026, its #144 holding.
Pettyjohn Wood & White first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
Pettyjohn Wood & White's Vanguard Mega Cap Growth ETF position peaked at $490K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.