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

Birchbrook’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 		– Sell
-75
Closed -$5.51K – 318
2026
Q1 		$5.51K Sell
75
-445
-86% -$35K ﹤0.01% 226
2025
Q4 		$42.9K Buy
+520
New +$42.7K 0.02% 133

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Birchbrook's MGK Position: Q2 2026 in Review

Birchbrook sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 75 shares — an estimated $5.51K sold.

Birchbrook first reported a position in MGK in Q4 2025 and held it in 2 quarters. The position peaked at $42.9K in Q4 2025. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Birchbrook reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Birchbrook sold 75 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $5.51K.
  • Birchbrook first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Birchbrook's Vanguard Morningstar Mega Cap Growth ETF position peaked at $42.9K in Q4 2025.
  • 502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.