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Beacon Pointe Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Beacon Pointe Advisors’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7M Sell
60,989
-1,999
-3% -$531K 0.08% 237
2026
Q1 		$14.9M Sell
62,988
-6,486
-9% -$1.61M 0.08% 231
2025
Q4 		$17.4M Buy
69,474
+61,645
+787% +$15.3M 0.12% 177
2025
Q3 		$1.91M Buy
7,829
+6,836
+688% +$1.6M 0.02% 556
2025
Q2 		$223K Sell
993
-1,747
-64% -$362K ﹤0.01% 1157
2025
Q1 		$552K Buy
2,740
+1,336
+95% +$285K 0.01% 825
2024
Q4 		$299K Sell
1,404
-23,029
-94% -$4.9M ﹤0.01% 1006
2024
Q3 		$5.05M Buy
24,433
+51
+0.2% +$10.2K 0.06% 287
2024
Q2 		$4.81M Hold
24,382
– – 0.06% 290
2024
Q1 		$4.56M Buy
24,382
+986
+4% +$176K 0.05% 310
2023
Q4 		$3.96M Buy
23,396
+710
+3% +$113K 0.05% 338
2023
Q3 		$3.45M Buy
22,686
+10,200
+82% +$1.61M 0.04% 344
2023
Q2 		$1.95M Sell
12,486
-1,810
-13% -$267K 0.03% 382
2023
Q1 		$2.05M Buy
14,296
+1,097
+8% +$152K 0.03% 387
2022
Q4 		$1.75M Buy
13,199
+1,000
+8% +$134K 0.03% 384
2022
Q3 		$1.52M Sell
12,199
-86
-0.7% -$11.9K 0.03% 372
2022
Q2 		$1.62M Buy
12,285
+4
+0% +$573 0.03% 364
2022
Q1 		$1.95M Buy
12,281
+10,803
+731% +$1.7M 0.03% 454
2021
Q4 		$248K Buy
+1,478
New +$241K 0.01% 803

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Beacon Pointe Advisors's MGC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.2% in Q2 2026, selling an estimated $531K and leaving 60,989 shares worth $16.7M. The position accounts for 0.08% of the portfolio, ranked #237.

Beacon Pointe Advisors first reported a position in MGC in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.4M in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Beacon Pointe Advisors held 60,989 shares of Vanguard Morningstar Mega Cap ETF worth $16.7M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,999 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531K.
  • Vanguard Morningstar Mega Cap ETF made up 0.08% of Beacon Pointe Advisors's portfolio in Q2 2026, its #237 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $17.4M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.