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 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 $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

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

BCO Wealth Management held its Vanguard Morningstar 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. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

BCO Wealth Management held 6,735 shares of Vanguard Morningstar Mega Cap Growth ETF worth $592K as of Q2 2026.
BCO Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
BCO Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $747K in Q4 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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