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Beaumont Financial Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Beaumont Financial 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 		$1.13M Buy
4,118
+1
+0% +$266 0.07% 158
2026
Q1 		$973K Buy
4,117
+60
+1% +$14.9K 0.07% 166
2025
Q4 		$1.02M Buy
4,057
+3
+0.1% +$746 0.07% 163
2025
Q3 		$990K Buy
4,054
+1
+0% +$234 0.07% 160
2025
Q2 		$912K Sell
4,053
-300
-7% -$62.1K 0.07% 158
2025
Q1 		$877K Buy
4,353
+2
+0% +$426 0.07% 163
2024
Q4 		$925K Buy
4,351
+108
+3% +$23K 0.07% 155
2024
Q3 		$877K Buy
4,243
+4
+0.1% +$798 0.07% 155
2024
Q2 		$836K Buy
4,239
+80
+2% +$15K 0.07% 165
2024
Q1 		$777K Buy
4,159
+1
+0% +$178 0.06% 164
2023
Q4 		$704K Buy
4,158
+659
+19% +$105K 0.06% 166
2023
Q3 		$531K Buy
3,499
+3
+0.1% +$472 0.05% 172
2023
Q2 		$547K Buy
3,496
+2
+0.1% +$296 0.05% 180
2023
Q1 		$500K Sell
3,494
-385
-10% -$53.3K 0.05% 174
2022
Q4 		$514K Buy
3,879
+6
+0.2% +$801 0.05% 173
2022
Q3 		$483K Hold
3,873
– – 0.05% 173
2022
Q2 		$511K Sell
3,873
-370
-9% -$53K 0.05% 173
2022
Q1 		$675K Sell
4,243
-217,546
-98% -$34.1M 0.05% 182
2021
Q4 		$37.3M Buy
221,789
+3,780
+2% +$616K 2.7% 6
2021
Q3 		$33.2M Buy
218,009
+105,165
+93% +$16.5M 2.56% 6
2021
Q2 		$17.2M Buy
112,844
+110,109
+4,026% +$16.3M 1.31% 22
2021
Q1 		$383K Sell
2,735
-63,043
-96% -$8.64M 0.03% 232
2020
Q4 		$8.78M Buy
65,778
+15,103
+30% +$1.91M 0.78% 35
2020
Q3 		$6.08M Sell
50,675
-28,468
-36% -$3.36M 0.58% 54
2020
Q2 		$8.66M Buy
+79,143
New +$8.19M 0.9% 37
2020
Q1 		– Sell
-11,272
Closed -$1.26M – 269
2019
Q4 		$1.26M Buy
11,272
+7,895
+234% +$843K 0.12% 113
2019
Q3 		$348K Buy
+3,377
New +$345K 0.03% 197

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

Beaumont Financial Advisors's MGC Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.02% in Q2 2026, buying an estimated $266 and bringing the position to 4,118 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #158.

Beaumont Financial Advisors first reported a position in MGC in Q3 2019 and has held it in 27 quarters since. The position peaked at $37.3M in Q4 2021. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Beaumont Financial Advisors held 4,118 shares of Vanguard Morningstar Mega Cap ETF worth $1.13M as of Q2 2026.
  • Beaumont Financial Advisors bought 1 Vanguard Morningstar Mega Cap ETF share in Q2 2026, an estimated $266.
  • Vanguard Morningstar Mega Cap ETF made up 0.07% of Beaumont Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Beaumont Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • Beaumont Financial Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $37.3M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.