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

Beacon Pointe 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 		$41.3M Sell
469,236
-3,994
-0.8% -$341K 0.19% 115
2026
Q1 		$34.8M Buy
473,230
+438,120
+1,248% +$34.4M 0.18% 124
2025
Q4 		$2.9M Sell
35,110
-6,880
-16% -$565K 0.02% 512
2025
Q3 		$3.38M Sell
41,990
-361,050
-90% -$27.7M 0.03% 436
2025
Q2 		$29.5M Sell
403,040
-9,000
-2% -$593K 0.31% 69
2025
Q1 		$25.5M Sell
412,040
-27,050
-6% -$1.83M 0.29% 81
2024
Q4 		$30.2M Sell
439,090
-24,715
-5% -$1.66M 0.33% 59
2024
Q3 		$29.9M Sell
463,805
-34,905
-7% -$2.18M 0.34% 62
2024
Q2 		$31.3M Sell
498,710
-15,435
-3% -$901K 0.37% 56
2024
Q1 		$29.5M Sell
514,145
-12,695
-2% -$700K 0.33% 64
2023
Q4 		$27.3M Sell
526,840
-87,640
-14% -$4.25M 0.33% 66
2023
Q3 		$27.9M Sell
614,480
-46,180
-7% -$2.18M 0.35% 63
2023
Q2 		$31.1M Sell
660,660
-160,225
-20% -$6.9M 0.51% 42
2023
Q1 		$33.6M Sell
820,885
-64,440
-7% -$2.44M 0.57% 36
2022
Q4 		$30.5M Sell
885,325
-16,810
-2% -$602K 0.59% 38
2022
Q3 		$31.5M Sell
902,135
-79,905
-8% -$3.15M 0.7% 29
2022
Q2 		$35.7M Sell
982,040
-62,315
-6% -$2.51M 0.75% 22
2022
Q1 		$49.2M Buy
1,044,355
+35,715
+4% +$1.65M 0.67% 26
2021
Q4 		$52.6M Sell
1,008,640
-169,585
-14% -$8.59M 1.37% 12
2021
Q3 		$55.3M Sell
1,178,225
-184,365
-14% -$8.92M 1.36% 10
2021
Q2 		$63.1M Buy
+1,362,590
New +$60M 2.23% 4

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.84% in Q2 2026, selling an estimated $341K and leaving 469,236 shares worth $41.3M. The position accounts for 0.19% of the portfolio, ranked #115.

Beacon Pointe Advisors first reported a position in MGK in Q2 2021 and has held it in 21 quarters since. The position peaked at $63.1M in Q2 2021. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Beacon Pointe Advisors held 469,236 shares of Vanguard Morningstar Mega Cap Growth ETF worth $41.3M as of Q2 2026.
  • Beacon Pointe Advisors sold 3,994 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $341K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.19% of Beacon Pointe Advisors's portfolio in Q2 2026, its #115 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $63.1M in Q2 2021.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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