WG
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Welch Group’s Vanguard 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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Welch Group's MGK Position: Q2 2026 in Review

Welch Group increased its Vanguard 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. 454 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Welch Group held 4,075 shares of Vanguard Mega Cap Growth ETF worth $358K as of Q2 2026.
  • Welch Group bought 230 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $19.6K.
  • Vanguard 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 Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 454 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

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