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

Beacon Investment Advisory Services’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
Q3 		$382K Hold
4,125
– – 0.01% 203
2026
Q2 		$363K Hold
4,125
– – 0.01% 204
2026
Q1 		$303K Hold
4,125
– – 0.01% 212
2025
Q4 		$341K Buy
+4,125
New +$339K 0.01% 203

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SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Beacon Investment Advisory Services's MGK Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 4,125 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #203.

Beacon Investment Advisory Services first reported a position in MGK in Q4 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Beacon Investment Advisory Services held 4,125 shares of Vanguard Morningstar Mega Cap Growth ETF worth $382K as of Q3 2026.
  • Beacon Investment Advisory Services left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #203 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.