Physician Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Physician Wealth Advisors’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	$88.3K	Hold	1,005	–	–	0.01%	330
2026 Q1	$73.9K	Hold	1,005	–	–	0.01%	325
2025 Q4	$83K	Hold	1,005	–	–	0.01%	300
2025 Q3	$80.9K	Hold	1,005	–	–	0.01%	301
2025 Q2	$73.6K	Hold	1,005	–	–	0.01%	296
2025 Q1	$62.1K	Sell	1,005 -35	-3%	-$2.36K	0.01%	304
2024 Q4	$71.4K	Buy	+1,040	New	+$70K	0.01%	297

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Physician Wealth Advisors's MGK Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 1,005 shares worth $88.3K. The position accounts for 0.01% of the portfolio, ranked #330.

Physician Wealth Advisors first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Physician Wealth Advisors held 1,005 shares of Vanguard Mega Cap Growth ETF worth $88.3K as of Q2 2026.
Physician Wealth Advisors left its Vanguard Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mega Cap Growth ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #330 holding.
Physician Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

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