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

BCS 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	$404K	Hold	4,600	–	–	0.07%	203
2026 Q1	$338K	Sell	4,600 -4,360	-49%	-$342K	0.07%	197
2025 Q4	$740K	Buy	8,960 +4,720	+111%	+$388K	0.07%	184
2025 Q3	$341K	Buy	4,240 +65	+2%	+$4.99K	0.08%	183
2025 Q2	$306K	Hold	4,175	–	–	0.07%	200
2025 Q1	$258K	Hold	4,175	–	–	0.07%	211
2024 Q4	$287K	Buy	+4,175	New	+$281K	0.07%	205
2024 Q2	–	Sell	-4,890	Closed	-$280K	–	194
2024 Q1	$280K	Hold	4,890	–	–	0.09%	192
2023 Q4	$254K	Hold	4,890	–	–	0.09%	183
2023 Q3	$222K	Buy	+4,890	New	+$231K	0.09%	182
2023 Q2	–	Sell	-6,140	Closed	-$251K	–	144
2023 Q1	$251K	Hold	6,140	–	–	0.11%	132
2022 Q4	$211K	Hold	6,140	–	–	0.09%	181
2022 Q3	$214K	Hold	6,140	–	–	0.1%	169
2022 Q2	$223K	Hold	6,140	–	–	0.1%	163
2022 Q1	$289K	Hold	6,140	–	–	0.12%	153
2021 Q4	$320K	Hold	6,140	–	–	0.11%	151
2021 Q3	$288K	Hold	6,140	–	–	0.12%	139
2021 Q2	$284K	Hold	6,140	–	–	0.15%	126
2021 Q1	$254K	Hold	6,140	–	–	0.12%	135
2020 Q4	$250K	Hold	6,140	–	–	0.13%	122
2020 Q3	$228K	Hold	6,140	–	–	0.13%	115
2020 Q2	$201K	Buy	+6,140	New	+$183K	0.12%	116

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

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

BCS Wealth Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 4,600 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #203.

BCS Wealth Management first reported a position in MGK in Q2 2020 and has held it in 22 quarters since. The position peaked at $740K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

BCS Wealth Management held 4,600 shares of Vanguard Morningstar Mega Cap Growth ETF worth $404K as of Q2 2026.
BCS Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of BCS Wealth Management's portfolio in Q2 2026, its #203 holding.
BCS Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 22 quarters since.
BCS Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $740K in Q4 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.