Beacon Financial Advisory’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Beacon Financial Advisory’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 Q1	$519K	Buy	7,065 +5	+0.1%	+$393	0.12%	223
2025 Q4	$583K	Sell	7,060 -330	-4%	-$27.1K	0.14%	188
2025 Q3	$595K	Sell	7,390 -40	-0.5%	-$3.07K	0.14%	185
2025 Q2	$544K	Sell	7,430 -360	-5%	-$23.7K	0.14%	187
2025 Q1	$481K	Buy	7,790 +2,725	+54%	+$184K	0.15%	171
2024 Q4	$348K	Buy	+5,065	New	+$341K	0.11%	198

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Financial Advisory's MGK Position: Q1 2026 in Review

Beacon Financial Advisory increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.07% in Q1 2026, buying an estimated $393 and bringing the position to 7,065 shares worth $519K. The position accounts for 0.12% of the portfolio, ranked #223.

Beacon Financial Advisory first reported a position in MGK in Q4 2024 and has held it in 6 quarters since. The position peaked at $595K in Q3 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Beacon Financial Advisory held 7,065 shares of Vanguard Morningstar Mega Cap Growth ETF worth $519K as of Q1 2026.
Beacon Financial Advisory bought 5 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $393.
Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of Beacon Financial Advisory's portfolio in Q1 2026, its #223 holding.
Beacon Financial Advisory first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Beacon Financial Advisory's Vanguard Morningstar Mega Cap Growth ETF position peaked at $595K in Q3 2025.
955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.