Wellspring Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Wellspring Financial 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	$1.86M	Buy	21,108 +23	+0.1%	+$1.96K	0.12%	69
2026 Q1	$1.55M	Buy	21,085 +15	+0.1%	+$1.18K	0.12%	70
2025 Q4	$1.74M	Buy	21,070 +40	+0.2%	+$3.29K	0.14%	58
2025 Q3	$1.69M	Buy	21,030 +20	+0.1%	+$1.53K	0.16%	49
2025 Q2	$1.54M	Hold	21,010	–	–	0.15%	48
2025 Q1	$1.3M	Buy	21,010 +25	+0.1%	+$1.69K	0.14%	50
2024 Q4	$1.44M	Buy	20,985 +30	+0.1%	+$2.02K	0.15%	49
2024 Q3	$1.35M	Buy	20,955 +45	+0.2%	+$2.81K	0.16%	50
2024 Q2	$1.31M	Hold	20,910	–	–	0.18%	48
2024 Q1	$1.2M	Buy	20,910 +20	+0.1%	+$1.1K	0.19%	50
2023 Q4	$1.08M	Buy	20,890 +35	+0.2%	+$1.7K	0.27%	50
2023 Q3	$946K	Sell	20,855 -290	-1%	-$13.7K	0.28%	51
2023 Q2	$995K	Buy	21,145 +25	+0.1%	+$1.08K	0.28%	47
2023 Q1	$864K	Buy	21,120 +30	+0.1%	+$1.14K	0.26%	53
2022 Q4	$726K	Buy	21,090 +80	+0.4%	+$2.87K	0.24%	54
2022 Q3	$732K	Hold	21,010	–	–	0.27%	45
2022 Q2	$763K	Buy	21,010 +30	+0.1%	+$1.21K	0.27%	43
2022 Q1	$988K	Sell	20,980 -1,435	-6%	-$66.5K	0.29%	41
2021 Q4	$1.17M	Buy	22,415 +50	+0.2%	+$2.53K	0.33%	38
2021 Q3	$1.05M	Hold	22,365	–	–	0.32%	39
2021 Q2	$1.03M	Buy	22,365 +9,740	+77%	+$429K	0.33%	39
2021 Q1	$321K	Sell	12,625 -9,685	-43%	-$399K	0.15%	62
2020 Q4	$909K	Buy	22,310 +45	+0.2%	+$1.74K	0.32%	38
2020 Q3	$826K	Buy	22,265 +35	+0.2%	+$1.26K	0.32%	37
2020 Q2	$727K	Buy	22,230 +9,605	+76%	+$287K	0.3%	39
2020 Q1	$321K	Buy	+12,625	New	+$365K	0.15%	62

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

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

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wellspring Financial Advisors's MGK Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Vanguard Mega Cap Growth ETF (MGK) stake by 0.11% in Q2 2026, buying an estimated $1.96K and bringing the position to 21,108 shares worth $1.86M. The position accounts for 0.12% of the portfolio, ranked #69.

Wellspring Financial Advisors first reported a position in MGK in Q1 2020 and has held it in 26 quarters since. 198 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Wellspring Financial Advisors held 21,108 shares of Vanguard Mega Cap Growth ETF worth $1.86M as of Q2 2026.
Wellspring Financial Advisors bought 23 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $1.96K.
Vanguard Mega Cap Growth ETF made up 0.12% of Wellspring Financial Advisors's portfolio in Q2 2026, its #69 holding.
Wellspring Financial Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
198 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.