Welch Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Welch 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 Q3	$378K	Hold	4,075	–	–	0.01%	226
2026 Q2	$358K	Buy	4,075 +230	+6%	+$19.6K	0.01%	230
2026 Q1	$283K	Sell	3,845 -245	-6%	-$19.2K	0.01%	241
2025 Q4	$338K	Hold	4,090	–	–	0.01%	226
2025 Q3	$329K	Buy	4,090 +375	+10%	+$28.8K	0.01%	220
2025 Q2	$272K	Hold	3,715	–	–	0.01%	214
2025 Q1	$229K	Sell	3,715 -270	-7%	-$18.2K	0.01%	228
2024 Q4	$276K	Buy	3,985 +250	+7%	+$16.8K	0.01%	214
2024 Q3	$241K	Hold	3,735	–	–	0.01%	230
2024 Q2	$235K	Buy	+3,735	New	+$218K	0.01%	225

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Welch Group's MGK Position: Q3 2026 in Review

Welch Group held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 4,075 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #226.

Welch Group first reported a position in MGK in Q2 2024 and has held it in 10 quarters since. 650 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Welch Group held 4,075 shares of Vanguard Morningstar Mega Cap Growth ETF worth $378K as of Q3 2026.
Welch Group left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #226 holding.
Welch Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
650 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.