BF
MGK icon

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

Baring Financial’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 		$9.71M Sell
110,432
-4,518
-4% -$386K 5.34% 3
2026
Q1 		$8.45M Buy
114,950
+3,890
+4% +$306K 5.17% 3
2025
Q4 		$9.17M Buy
111,060
+35,165
+46% +$2.89M 5.58% 3
2025
Q3 		$6.11M Buy
75,895
+5,290
+7% +$406K 4.16% 5
2025
Q2 		$5.17M Buy
70,605
+5,115
+8% +$337K 3.86% 8
2025
Q1 		$4.05M Buy
65,490
+2,855
+5% +$193K 3.4% 10
2024
Q4 		$4.3M Buy
+62,635
New +$4.22M 3.83% 6

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Baring Financial's MGK Position: Q2 2026 in Review

Baring Financial reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 3.9% in Q2 2026, selling an estimated $386K and leaving 110,432 shares worth $9.71M. The position accounts for 5.34% of the portfolio, ranked #3.

Baring Financial first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Baring Financial held 110,432 shares of Vanguard Mega Cap Growth ETF worth $9.71M as of Q2 2026.
  • Baring Financial sold 4,518 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $386K.
  • Vanguard Mega Cap Growth ETF made up 5.34% of Baring Financial's portfolio in Q2 2026, its #3 holding.
  • Baring Financial first reported a position in Vanguard Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.