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

Provident 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	$353K	Hold	4,020	–	–	0.09%	63
2026 Q1	$295K	Hold	4,020	–	–	0.09%	61
2025 Q4	$332K	Hold	4,020	–	–	0.1%	58
2025 Q3	$324K	Hold	4,020	–	–	0.1%	64
2025 Q2	$294K	Hold	4,020	–	–	0.1%	63
2025 Q1	$248K	Hold	4,020	–	–	0.09%	66
2024 Q4	$276K	Hold	4,020	–	–	0.09%	64
2024 Q3	$259K	Hold	4,020	–	–	0.09%	72
2024 Q2	$253K	Hold	4,020	–	–	0.09%	66
2024 Q1	$230K	Hold	4,020	–	–	0.09%	63
2023 Q4	$209K	Buy	+4,020	New	+$195K	0.09%	59
2022 Q1	–	Sell	-4,020	Closed	-$210K	–	103
2021 Q4	$210K	Buy	+4,020	New	+$204K	0.14%	56
2021 Q3	–	Sell	-4,390	Closed	-$203K	–	77
2021 Q2	$203K	Buy	+4,390	New	+$193K	0.17%	53
2021 Q1	–	Sell	-7,930	Closed	-$323K	–	76
2020 Q4	$323K	Sell	7,930 -155	-2%	-$6K	0.38%	36
2020 Q3	$300K	Buy	+8,085	New	+$291K	0.35%	31

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

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

Provident Wealth Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 4,020 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #63.

Provident Wealth Management first reported a position in MGK in Q3 2020 and has held it in 15 quarters since. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Provident Wealth Management held 4,020 shares of Vanguard Morningstar Mega Cap Growth ETF worth $353K as of Q2 2026.
Provident Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Provident Wealth Management's portfolio in Q2 2026, its #63 holding.
Provident Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 15 quarters since.
1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.