Birch Hill Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Birch Hill 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 Q3	$533K	Hold	5,755	–	–	0.02%	152
2026 Q2	$506K	Hold	5,755	–	–	0.02%	149
2026 Q1	$423K	Hold	5,755	–	–	0.02%	152
2025 Q4	$475K	Hold	5,755	–	–	0.02%	149
2025 Q3	$463K	Hold	5,755	–	–	0.02%	148
2025 Q2	$421K	Hold	5,755	–	–	0.02%	149
2025 Q1	$356K	Hold	5,755	–	–	0.02%	153
2024 Q4	$395K	Hold	5,755	–	–	0.02%	148
2024 Q3	$371K	Hold	5,755	–	–	0.02%	147
2024 Q2	$362K	Hold	5,755	–	–	0.02%	142
2024 Q1	$330K	Hold	5,755	–	–	0.02%	144
2023 Q4	$299K	Hold	5,755	–	–	0.02%	141
2023 Q3	$261K	Hold	5,755	–	–	0.02%	140
2023 Q2	$271K	Hold	5,755	–	–	0.02%	139
2023 Q1	$235K	Buy	+5,755	New	+$218K	0.01%	144
2022 Q4	–	Sell	-5,755	Closed	-$201K	–	154
2022 Q3	$201K	Hold	5,755	–	–	0.01%	145
2022 Q2	$209K	Hold	5,755	–	–	0.01%	149
2022 Q1	$271K	Hold	5,755	–	–	0.01%	143
2021 Q4	$300K	Hold	5,755	–	–	0.01%	148
2021 Q3	$270K	Hold	5,755	–	–	0.01%	151
2021 Q2	$266K	Hold	5,755	–	–	0.01%	146
2021 Q1	$238K	Hold	5,755	–	–	0.01%	143
2020 Q4	$235K	Hold	5,755	–	–	0.01%	139
2020 Q3	$213K	Buy	+5,755	New	+$207K	0.01%	136

Other funds holding MGK

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Birch Hill Investment Advisors's MGK Position: Q3 2026 in Review

Birch Hill Investment Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 5,755 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #152.

Birch Hill Investment Advisors first reported a position in MGK in Q3 2020 and has held it in 24 quarters since. 181 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Birch Hill Investment Advisors held 5,755 shares of Vanguard Morningstar Mega Cap Growth ETF worth $533K as of Q3 2026.
Birch Hill Investment Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Birch Hill Investment Advisors's portfolio in Q3 2026, its #152 holding.
Birch Hill Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
181 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.