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BHK Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

BHK Investment Advisors’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 		$34.4M Sell
391,052
-1,168
-0.3% -$99.7K 10.27% 2
2026
Q1 		$28.8M Sell
392,220
-2,165
-0.5% -$170K 9.63% 2
2025
Q4 		$32.6M Buy
394,385
+16,200
+4% +$1.33M 10.7% 2
2025
Q3 		$30.4M Sell
378,185
-13,050
-3% -$1M 11.37% 1
2025
Q2 		$28.7M Sell
391,235
-270
-0.1% -$17.8K 11.22% 1
2025
Q1 		$24.2M Sell
391,505
-51,530
-12% -$3.48M 10.22% 3
2024
Q4 		$30.4M Sell
443,035
-13,490
-3% -$908K 11.42% 1
2024
Q3 		$29.4M Sell
456,525
-13,295
-3% -$829K 10.97% 1
2024
Q2 		$29.5M Sell
469,820
-30,440
-6% -$1.78M 11.59% 1
2024
Q1 		$28.7M Buy
500,260
+96,475
+24% +$5.32M 11.02% 1
2023
Q4 		$21M Sell
403,785
-138,770
-26% -$6.73M 12.03% 1
2023
Q3 		$24.6M Sell
542,555
-6,785
-1% -$320K 11.32% 2
2023
Q2 		$25.9M Sell
549,340
-67,220
-11% -$2.9M 11.07% 1
2023
Q1 		$25.2M Buy
616,560
+123,880
+25% +$4.69M 11.02% 1
2022
Q4 		$17M Sell
492,680
-51,915
-10% -$1.86M 9.54% 3
2022
Q3 		$19M Sell
544,595
-29,540
-5% -$1.16M 9.53% 3
2022
Q2 		$20.9M Buy
574,135
+55,625
+11% +$2.24M 9.38% 3
2022
Q1 		$24.4M Sell
518,510
-3,630
-0.7% -$168K 10.21% 3
2021
Q4 		$27.2M Sell
522,140
-26,580
-5% -$1.35M 10.74% 2
2021
Q3 		$25.8M Sell
548,720
-12,825
-2% -$620K 10.61% 2
2021
Q2 		$26M Buy
561,545
+43,375
+8% +$1.91M 10.61% 2
2021
Q1 		$21.1M Buy
518,170
+5
+0% +$206 9.81% 2
2020
Q4 		$21.1M Buy
518,165
+41,780
+9% +$1.62M 9.85% 2
2020
Q3 		$17.7M Buy
476,385
+10,935
+2% +$394K 9.94% 2
2020
Q2 		$15.2M Buy
465,450
+1,930
+0.4% +$57.6K 8.99% 2
2020
Q1 		$11.8M Sell
463,520
-25,685
-5% -$742K 8.39% 2
2019
Q4 		$14.3M Buy
489,205
+70,955
+17% +$1.96M 8.12% 4
2019
Q3 		$11.1M Sell
418,250
-6,575
-2% -$174K 6.41% 4
2019
Q2 		$11M Buy
424,825
+10,285
+2% +$262K 6.26% 4
2019
Q1 		$10.3M Buy
414,540
+4,990
+1% +$117K 6.25% 4
2018
Q4 		$8.77M Buy
409,550
+10,610
+3% +$246K 6.59% 4
2018
Q3 		$10.2M Sell
398,940
-12,310
-3% -$307K 6.88% 3
2018
Q2 		$9.79M Buy
411,250
+5,855
+1% +$137K 6.81% 6
2018
Q1 		$9.1M Buy
405,395
+6,680
+2% +$155K 6.71% 7
2017
Q4 		$8.88M Buy
+398,715
New +$8.68M 7.49% 7

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BHK Investment Advisors's MGK Position: Q2 2026 in Review

BHK Investment Advisors reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 0.3% in Q2 2026, selling an estimated $99.7K and leaving 391,052 shares worth $34.4M. The position accounts for 10.27% of the portfolio, ranked #2.

BHK Investment Advisors first reported a position in MGK in Q4 2017 and has held it in 35 quarters since. 407 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • BHK Investment Advisors held 391,052 shares of Vanguard Mega Cap Growth ETF worth $34.4M as of Q2 2026.
  • BHK Investment Advisors sold 1,168 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $99.7K.
  • Vanguard Mega Cap Growth ETF made up 10.27% of BHK Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • BHK Investment Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.