Bessemer Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bessemer Group’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	$9.96M	Buy	113,265 +99,670	+733%	+$8.51M	0.01%	399
2026 Q1	$999K	Hold	13,595	–	–	﹤0.01%	948
2025 Q4	$1.12M	Sell	13,595 -19,520	-59%	-$1.6M	﹤0.01%	936
2025 Q3	$2.67M	Buy	33,115 +745	+2%	+$57.2K	﹤0.01%	450
2025 Q2	$2.37M	Buy	32,370 +370	+1%	+$24.4K	﹤0.01%	444
2025 Q1	$1.98M	Hold	32,000	–	–	﹤0.01%	475
2024 Q4	$2.2M	Hold	32,000	–	–	﹤0.01%	629
2024 Q3	$2.06M	Hold	32,000	–	–	﹤0.01%	649
2024 Q2	$2.01M	Hold	32,000	–	–	﹤0.01%	509
2024 Q1	$1.83M	Hold	32,000	–	–	﹤0.01%	543
2023 Q4	$1.66M	Hold	32,000	–	–	﹤0.01%	531
2023 Q3	$1.45M	Hold	32,000	–	–	﹤0.01%	539
2023 Q2	$1.51M	Hold	32,000	–	–	﹤0.01%	546
2023 Q1	$1.31M	Hold	32,000	–	–	﹤0.01%	539
2022 Q4	$1.1M	Hold	32,000	–	–	﹤0.01%	562
2022 Q3	$1.11M	Hold	32,000	–	–	﹤0.01%	553
2022 Q2	$1.16M	Hold	32,000	–	–	﹤0.01%	544
2022 Q1	$1.51M	Hold	32,000	–	–	﹤0.01%	405
2021 Q4	$1.67M	Hold	32,000	–	–	﹤0.01%	371
2021 Q3	$1.5M	Hold	32,000	–	–	﹤0.01%	356
2021 Q2	$1.48M	Hold	32,000	–	–	﹤0.01%	361
2021 Q1	$1.32M	Hold	32,000	–	–	﹤0.01%	374
2020 Q4	$1.3M	Sell	32,000 -170	-0.5%	-$6.58K	﹤0.01%	369
2020 Q3	$1.19M	Buy	32,170 +170	+0.5%	+$6.13K	﹤0.01%	381
2020 Q2	$1.05M	Hold	32,000	–	–	﹤0.01%	763
2020 Q1	$813K	Hold	32,000	–	–	﹤0.01%	656
2019 Q4	$932K	Hold	32,000	–	–	﹤0.01%	754
2019 Q3	$849K	Hold	32,000	–	–	﹤0.01%	727
2019 Q2	$829K	Hold	32,000	–	–	﹤0.01%	747
2019 Q1	$796K	Hold	32,000	–	–	﹤0.01%	697
2018 Q4	$685K	Hold	32,000	–	–	﹤0.01%	670
2018 Q3	$820K	Hold	32,000	–	–	﹤0.01%	624
2018 Q2	$761K	Sell	32,000 -1,105	-3%	-$25.8K	﹤0.01%	640
2018 Q1	$743K	Buy	33,105 +1,105	+3%	+$25.7K	﹤0.01%	653
2017 Q4	$713K	Hold	32,000	–	–	﹤0.01%	704
2017 Q3	$670K	Hold	32,000	–	–	﹤0.01%	758
2017 Q2	$640K	Hold	32,000	–	–	﹤0.01%	799
2017 Q1	$613K	Hold	32,000	–	–	﹤0.01%	840
2016 Q4	$558K	Sell	32,000 -2,775	-8%	-$48.1K	﹤0.01%	864
2016 Q3	$609K	Buy	34,775 +2,775	+9%	+$48.3K	﹤0.01%	720
2016 Q2	$534K	Hold	32,000	–	–	﹤0.01%	539
2016 Q1	$532K	Sell	32,000 -1,870	-6%	-$29.4K	﹤0.01%	548
2015 Q4	$562K	Buy	33,870 +1,870	+6%	+$31.4K	﹤0.01%	606
2015 Q3	$498K	Hold	32,000	–	–	﹤0.01%	644
2015 Q2	$531K	Hold	32,000	–	–	﹤0.01%	636
2015 Q1	$533K	Hold	32,000	–	–	﹤0.01%	603
2014 Q4	$520K	Hold	32,000	–	–	﹤0.01%	588
2014 Q3	$498K	Hold	32,000	–	–	﹤0.01%	579
2014 Q2	$491K	Hold	32,000	–	–	﹤0.01%	576
2014 Q1	$463K	Hold	32,000	–	–	﹤0.01%	552
2013 Q4	$463K	Hold	32,000	–	–	﹤0.01%	554
2013 Q3	$419K	Hold	32,000	–	–	﹤0.01%	577
2013 Q2	$387K	Buy	+32,000	New	+$393K	﹤0.01%	504

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

Bessemer Group's MGK Position: Q2 2026 in Review

Bessemer Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 733% in Q2 2026, buying an estimated $8.51M and bringing the position to 113,265 shares worth $9.96M. The position accounts for 0.01% of the portfolio, ranked #399.

Bessemer Group first reported a position in MGK in Q2 2013 and has held it in 53 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Bessemer Group held 113,265 shares of Vanguard Morningstar Mega Cap Growth ETF worth $9.96M as of Q2 2026.
Bessemer Group bought 99,670 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $8.51M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Bessemer Group's portfolio in Q2 2026, its #399 holding.
Bessemer Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.