BFG
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Beacon Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Beacon Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Sell
19,700
-100
-0.5% -$7.75K 0.14% 141
2026
Q1 		$1.42M Hold
19,800
– – 0.14% 145
2025
Q4 		$1.44M Sell
19,800
-424
-2% -$30.8K 0.14% 141
2025
Q3 		$1.49M Sell
20,224
-132
-0.6% -$9.48K 0.15% 150
2025
Q2 		$1.42M Buy
20,356
+196
+1% +$12.9K 0.15% 139
2025
Q1 		$1.3M Sell
20,160
-1,908
-9% -$128K 0.14% 139
2024
Q4 		$1.46M Hold
22,068
– – 0.16% 138
2024
Q3 		$1.46M Hold
22,068
– – 0.16% 139
2024
Q2 		$1.34M Sell
22,068
-84
-0.4% -$5.11K 0.15% 141
2024
Q1 		$1.38M Sell
22,152
-644
-3% -$38.1K 0.16% 137
2023
Q4 		$1.33M Buy
22,796
+5,056
+29% +$270K 0.16% 135
2023
Q3 		$974K Sell
17,740
-25,980
-59% -$1.42M 0.14% 139
2023
Q2 		$2.38M Sell
43,720
-12
-0% -$629 0.32% 85
2023
Q1 		$2.28M Sell
43,732
-2,284
-5% -$122K 0.32% 86
2022
Q4 		$2.35M Buy
46,016
+132
+0.3% +$6.72K 0.32% 83
2022
Q3 		$2.31M Hold
45,884
– – 0.36% 76
2022
Q2 		$2.31M Buy
45,884
+112
+0.2% +$6.05K 0.34% 81
2022
Q1 		$2.76M Buy
45,772
+188
+0.4% +$11K 0.37% 75
2021
Q4 		$2.89M Sell
45,584
-420
-0.9% -$26.3K 0.38% 73
2021
Q3 		$2.75M Buy
46,004
+24
+0.1% +$1.45K 0.37% 76
2021
Q2 		$2.7M Sell
45,980
-2,964
-6% -$172K 0.38% 75
2021
Q1 		$2.63M Hold
48,944
– – 0.41% 73
2020
Q4 		$2.63M Buy
48,944
+2,564
+6% +$124K 0.41% 74
2020
Q3 		$1.87M Hold
46,380
– – 0.33% 84
2020
Q2 		$1.87M Sell
46,380
-7,216
-13% -$276K 0.36% 79
2020
Q1 		$1.8M Buy
53,596
+12,200
+29% +$505K 0.4% 73
2019
Q4 		$1.84M Buy
41,396
+12,640
+44% +$543K 0.23% 91
2019
Q3 		$1.2M Buy
28,756
+1,108
+4% +$46.3K 0.2% 105
2019
Q2 		$1.16M Buy
27,648
+280
+1% +$11.5K 0.2% 108
2019
Q1 		$1.1K Buy
27,368
+556
+2% +$21.4K 0.18% 107
2018
Q4 		$917K Buy
26,812
+8,012
+43% +$301K 0.17% 108
2018
Q3 		$772K Buy
18,800
+336
+2% +$13.7K 0.13% 113
2018
Q2 		$728K Buy
18,464
+3,628
+24% +$142K 0.12% 121
2018
Q1 		$572K Buy
14,836
+948
+7% +$37.3K 0.1% 133
2017
Q4 		$537K Buy
13,888
+696
+5% +$26.3K 0.09% 132
2017
Q3 		$485K Buy
13,192
+420
+3% +$15.1K 0.09% 134
2017
Q2 		$454K Buy
+12,772
New +$451K 0.09% 134

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Beacon Financial Group's VO Position: Q2 2026 in Review

Beacon Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.51% in Q2 2026, selling an estimated $7.75K and leaving 19,700 shares worth $1.59M. The position accounts for 0.14% of the portfolio, ranked #141.

Beacon Financial Group first reported a position in VO in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.89M in Q4 2021. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Beacon Financial Group held 19,700 shares of Vanguard Morningstar Mid-Cap ETF worth $1.59M as of Q2 2026.
  • Beacon Financial Group sold 100 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.75K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Beacon Financial Group's portfolio in Q2 2026, its #141 holding.
  • Beacon Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • Beacon Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $2.89M in Q4 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.