BCO Wealth Management’s Vanguard Morningstar 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 Q3	$614K	Sell	6,623 -112	-2%	-$10K	0.33%	17
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

BCO Wealth Management's MGK Position: Q3 2026 in Review

BCO Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.7% in Q3 2026, selling an estimated $10K and leaving 6,623 shares worth $614K. The position accounts for 0.33% of the portfolio, ranked #17.

BCO Wealth Management first reported a position in MGK in Q4 2024 and has held it in 8 quarters since. The position peaked at $747K in Q4 2024. 437 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

BCO Wealth Management held 6,623 shares of Vanguard Morningstar Mega Cap Growth ETF worth $614K as of Q3 2026.
BCO Wealth Management sold 112 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $10K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.33% of BCO Wealth Management's portfolio in Q3 2026, its #17 holding.
BCO Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
BCO Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $747K in Q4 2024.
437 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.