Wescott Financial Advisory Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Wescott Financial Advisory 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 Q1	$907K	Buy	12,340 +5	+0%	+$393	0.08%	103
2025 Q4	$1.02M	Sell	12,335 -85	-0.7%	-$6.98K	0.09%	99
2025 Q3	$999K	Buy	12,420 +90	+0.7%	+$6.91K	0.09%	94
2025 Q2	$903K	Hold	12,330	–	–	0.09%	93
2025 Q1	$762K	Hold	12,330	–	–	0.08%	92
2024 Q4	$847K	Buy	12,330 +5	+0%	+$337	0.09%	93
2024 Q3	$794K	Buy	12,325 +5	+0%	+$312	0.09%	90
2024 Q2	$774K	Hold	12,320	–	–	0.09%	90
2024 Q1	$706K	Hold	12,320	–	–	0.09%	89
2023 Q4	$639K	Buy	12,320 +5	+0%	+$243	0.09%	88
2023 Q3	$559K	Hold	12,315	–	–	0.1%	89
2023 Q2	$580K	Buy	12,315 +5	+0%	+$215	0.1%	89
2023 Q1	$504K	Hold	12,310	–	–	0.11%	92
2022 Q4	$424K	Buy	12,310 +10	+0.1%	+$358	0.09%	99
2022 Q3	$429K	Hold	12,300	–	–	0.12%	94
2022 Q2	$447K	Hold	12,300	–	–	0.12%	86
2022 Q1	$579K	Buy	+12,300	New	+$570K	0.15%	75

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wescott Financial Advisory Group's MGK Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Mega Cap Growth ETF (MGK) stake by 0.04% in Q1 2026, buying an estimated $393 and bringing the position to 12,340 shares worth $907K. The position accounts for 0.08% of the portfolio, ranked #103.

Wescott Financial Advisory Group first reported a position in MGK in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.02M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Wescott Financial Advisory Group held 12,340 shares of Vanguard Mega Cap Growth ETF worth $907K as of Q1 2026.
Wescott Financial Advisory Group bought 5 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $393.
Vanguard Mega Cap Growth ETF made up 0.08% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #103 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Mega Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's Vanguard Mega Cap Growth ETF position peaked at $1.02M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.