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Three Bearings Fiduciary Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Three Bearings Fiduciary 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 		$4.7M Buy
53,419
+709
+1% +$60.5K 4.21% 8
2026
Q1 		$3.87M Buy
52,710
+145
+0.3% +$11.4K 3.75% 8
2025
Q4 		$4.27M Buy
+52,565
New +$4.32M 3.99% 8

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Three Bearings Fiduciary Advisors's MGK Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.3% in Q2 2026, buying an estimated $60.5K and bringing the position to 53,419 shares worth $4.7M. The position accounts for 4.21% of the portfolio, ranked #8.

Three Bearings Fiduciary Advisors first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. 677 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 53,419 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.7M as of Q2 2026.
  • Three Bearings Fiduciary Advisors bought 709 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $60.5K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 4.21% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #8 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 677 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.