Wescott Financial Advisory Group’s Vanguard Morningstar 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 Q2	$1.08M	Buy	12,341 +1	+0%	+$85	0.08%	99
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 $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

Wescott Financial Advisory Group's MGK Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.01% in Q2 2026, buying an estimated $85 and bringing the position to 12,341 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #99.

Wescott Financial Advisory Group first reported a position in MGK in Q1 2022 and has held it in 18 quarters since. 1,018 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Wescott Financial Advisory Group held 12,341 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.08M as of Q2 2026.
Wescott Financial Advisory Group bought 1 Vanguard Morningstar Mega Cap Growth ETF share in Q2 2026, an estimated $85.
Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #99 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,018 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.