BFC Planning, Inc.’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

BFC Planning, Inc.’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	$16.9M	Buy	192,356 +4,446	+2%	+$379K	0.69%	20
2026 Q1	$13.8M	Buy	187,910 +10,375	+6%	+$815K	0.62%	22
2025 Q4	$14.7M	Buy	177,535 +4,380	+3%	+$360K	0.65%	21
2025 Q3	$13.9M	Buy	173,155 +3,685	+2%	+$283K	1.01%	11
2025 Q2	$12.4M	Buy	169,470 +1,785	+1%	+$118K	0.97%	14
2025 Q1	$10.4M	Buy	167,685 +25	+0%	+$1.69K	0.91%	16
2024 Q4	$11.5M	Buy	+167,660	New	+$11.3M	0.96%	17

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFC Planning, Inc.'s MGK Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.4% in Q2 2026, buying an estimated $379K and bringing the position to 192,356 shares worth $16.9M. The position accounts for 0.69% of the portfolio, ranked #20.

BFC Planning, Inc. first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

BFC Planning, Inc. held 192,356 shares of Vanguard Morningstar Mega Cap Growth ETF worth $16.9M as of Q2 2026.
BFC Planning, Inc. bought 4,446 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $379K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.69% of BFC Planning, Inc.'s portfolio in Q2 2026, its #20 holding.
BFC Planning, Inc. first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.