Beaumont Asset Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Beaumont Asset Management’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	$3.11M	Buy	35,335 +2,080	+6%	+$178K	1.21%	18
2026 Q1	$2.44M	Sell	33,255 -5,925	-15%	-$465K	1.1%	21
2025 Q4	$3.23M	Buy	39,180 +8,015	+26%	+$658K	1.62%	13
2025 Q3	$2.51M	Buy	31,165 +22,770	+271%	+$1.75M	1.26%	16
2025 Q2	$615K	Buy	+8,395	New	+$553K	0.33%	44
2022 Q3	–	Sell	-6,070	Closed	-$220K	–	72
2022 Q2	$220K	Sell	6,070 -6,145	-50%	-$247K	0.17%	62
2022 Q1	$575K	Sell	12,215 -6,760	-36%	-$313K	0.39%	46
2021 Q4	$989K	Buy	18,975 +15	+0.1%	+$760	0.66%	26
2021 Q3	$890K	Buy	18,960 +2,485	+15%	+$120K	0.66%	27
2021 Q2	$762K	Sell	16,475 -73,200	-82%	-$3.22M	0.59%	30
2021 Q1	$3.71M	Buy	89,675 +5,995	+7%	+$247K	3.12%	6
2020 Q4	$3.41M	Buy	83,680 +3,925	+5%	+$152K	3.07%	6
2020 Q3	$2.96M	Buy	79,755 +3,260	+4%	+$117K	2.96%	7
2020 Q2	$2.5M	Buy	+76,495	New	+$2.28M	2.62%	8

Other funds holding MGK

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Beaumont Asset Management's MGK Position: Q2 2026 in Review

Beaumont Asset Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 6.3% in Q2 2026, buying an estimated $178K and bringing the position to 35,335 shares worth $3.11M. The position accounts for 1.21% of the portfolio, ranked #18.

Beaumont Asset Management first reported a position in MGK in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.71M in Q1 2021. 277 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Beaumont Asset Management held 35,335 shares of Vanguard Mega Cap Growth ETF worth $3.11M as of Q2 2026.
Beaumont Asset Management bought 2,080 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $178K.
Vanguard Mega Cap Growth ETF made up 1.21% of Beaumont Asset Management's portfolio in Q2 2026, its #18 holding.
Beaumont Asset Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and has held it in 14 quarters since.
Beaumont Asset Management's Vanguard Mega Cap Growth ETF position peaked at $3.71M in Q1 2021.
277 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.