BCO Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

BCO Wealth Management’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	$592K	Hold	6,735	–	–	0.32%	16
2026 Q1	$495K	Sell	6,735 -460	-6%	-$36.1K	0.3%	19
2025 Q4	$594K	Sell	7,195 -1,725	-19%	-$142K	0.36%	16
2025 Q3	$718K	Sell	8,920 -25	-0.3%	-$1.92K	0.47%	15
2025 Q2	$652K	Hold	8,945	–	–	0.47%	14
2025 Q1	$553K	Sell	8,945 -1,935	-18%	-$131K	0.43%	15
2024 Q4	$747K	Buy	+10,880	New	+$732K	0.62%	14

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

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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

BCO Wealth Management's MGK Position: Q2 2026 in Review

BCO Wealth Management held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 6,735 shares worth $592K. The position accounts for 0.32% of the portfolio, ranked #16.

BCO Wealth Management first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $747K in Q4 2024. 335 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

BCO Wealth Management held 6,735 shares of Vanguard Mega Cap Growth ETF worth $592K as of Q2 2026.
BCO Wealth Management left its Vanguard Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mega Cap Growth ETF made up 0.32% of BCO Wealth Management's portfolio in Q2 2026, its #16 holding.
BCO Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
BCO Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $747K in Q4 2024.
335 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.