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

Valued 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	$55.3K	Sell	629 -41	-6%	-$3.5K	0.02%	102
2026 Q1	$49.2K	Hold	670	–	–	0.02%	101
2025 Q4	$55.3K	Sell	670 -15	-2%	-$1.23K	0.02%	88
2025 Q3	$55.2K	Hold	685	–	–	0.03%	83
2025 Q2	$50.2K	Hold	685	–	–	0.03%	82
2025 Q1	$42.3K	Buy	+685	New	+$46.2K	0.03%	98

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

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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

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

Valued Wealth Advisors reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 6.1% in Q2 2026, selling an estimated $3.5K and leaving 629 shares worth $55.3K. The position accounts for 0.02% of the portfolio, ranked #102.

Valued Wealth Advisors first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. The position peaked at $55.3K in Q4 2025. 334 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Valued Wealth Advisors held 629 shares of Vanguard Mega Cap Growth ETF worth $55.3K as of Q2 2026.
Valued Wealth Advisors sold 41 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $3.5K.
Vanguard Mega Cap Growth ETF made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Valued Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Valued Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $55.3K in Q4 2025.
334 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.