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Bell Bank’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Bell Bank’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 Sell
6,738
-167
-2% -$14.3K 0.02% 123
2026
Q1 		$507K Buy
6,905
+360
+6% +$28.3K 0.02% 123
2025
Q4 		$540K Sell
6,545
-375
-5% -$30.8K 0.02% 125
2025
Q3 		$557K Sell
6,920
-335
-5% -$25.7K 0.02% 132
2025
Q2 		$531K Sell
7,255
-520
-7% -$34.3K 0.02% 141
2025
Q1 		$480K Hold
7,775
– – 0.03% 137
2024
Q4 		$534K Hold
7,775
– – 0.04% 138
2024
Q3 		$501K Sell
7,775
-365
-4% -$22.8K 0.06% 132
2024
Q2 		$512K Hold
8,140
– – 0.04% 136
2024
Q1 		$467K Sell
8,140
-620
-7% -$34.2K 0.04% 145
2023
Q4 		$455K Hold
8,760
– – 0.04% 133
2023
Q3 		$398K Sell
8,760
-2,450
-22% -$116K 0.04% 138
2023
Q2 		$528K Hold
11,210
– – 0.06% 129
2023
Q1 		$459K Hold
11,210
– – 0.05% 135
2022
Q4 		$386K Buy
11,210
+525
+5% +$18.8K 0.04% 145
2022
Q3 		$372K Hold
10,685
– – 0.05% 140
2022
Q2 		$388K Hold
10,685
– – 0.05% 153
2022
Q1 		$503K Hold
10,685
– – 0.06% 127
2021
Q4 		$557K Hold
10,685
– – 0.06% 120
2021
Q3 		$502K Buy
+10,685
New +$517K 0.06% 122

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

Bell Bank's MGK Position: Q2 2026 in Review

Bell Bank reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 2.4% in Q2 2026, selling an estimated $14.3K and leaving 6,738 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #123.

Bell Bank first reported a position in MGK in Q3 2021 and has held it in 20 quarters since. 198 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Bell Bank held 6,738 shares of Vanguard Mega Cap Growth ETF worth $592K as of Q2 2026.
  • Bell Bank sold 167 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Mega Cap Growth ETF made up 0.02% of Bell Bank's portfolio in Q2 2026, its #123 holding.
  • Bell Bank first reported a position in Vanguard Mega Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.