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The Wealth Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

The Wealth Group’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 		$475K Buy
5,400
+375
+7% +$32K 0.09% 61
2026
Q1 		$369K Sell
5,025
-300
-6% -$23.6K 0.08% 59
2025
Q4 		$439K Sell
5,325
-120
-2% -$9.86K 0.1% 58
2025
Q3 		$438K Buy
5,445
+275
+5% +$21.1K 0.1% 55
2025
Q2 		$378K Buy
5,170
+85
+2% +$5.6K 0.1% 55
2025
Q1 		$314K Buy
5,085
+20
+0.4% +$1.35K 0.09% 48
2024
Q4 		$348K Buy
5,065
+25
+0.5% +$1.68K 0.1% 44
2024
Q3 		$325K Sell
5,040
-90
-2% -$5.61K 0.09% 45
2024
Q2 		$322K Sell
5,130
-75
-1% -$4.38K 0.1% 44
2024
Q1 		$297K Buy
5,205
+205
+4% +$11.3K 0.09% 46
2023
Q4 		$276K Buy
+5,000
New +$243K 0.09% 46

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

The Wealth Group's MGK Position: Q2 2026 in Review

The Wealth Group increased its Vanguard Mega Cap Growth ETF (MGK) stake by 7.5% in Q2 2026, buying an estimated $32K and bringing the position to 5,400 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #61.

The Wealth Group first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • The Wealth Group held 5,400 shares of Vanguard Mega Cap Growth ETF worth $475K as of Q2 2026.
  • The Wealth Group bought 375 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $32K.
  • Vanguard Mega Cap Growth ETF made up 0.09% of The Wealth Group's portfolio in Q2 2026, its #61 holding.
  • The Wealth Group first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 167 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.