Beaumont Asset Management’s Vanguard Morningstar 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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Beaumont Asset Management increased its Vanguard Morningstar 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. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Beaumont Asset Management held 35,335 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.11M as of Q2 2026.
Beaumont Asset Management bought 2,080 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $178K.
Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 14 quarters since.
Beaumont Asset Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.71M in Q1 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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