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 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 $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

Welch Group's MGK Position: Q2 2026 in Review

Welch Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6% in Q2 2026, buying an estimated $19.6K and bringing the position to 4,075 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #230.

Welch Group first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Welch Group held 4,075 shares of Vanguard Morningstar Mega Cap Growth ETF worth $358K as of Q2 2026.
Welch Group bought 230 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $19.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #230 holding.
Welch Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.