BFA
MGK icon

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

Beaumont Financial 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 		$835K Sell
9,499
-1
-0% -$85 0.05% 191
2026
Q1 		$698K Buy
9,500
+305
+3% +$24K 0.05% 199
2025
Q4 		$759K Buy
9,195
+300
+3% +$24.6K 0.05% 186
2025
Q3 		$716K Sell
8,895
-20
-0.2% -$1.53K 0.05% 198
2025
Q2 		$653K Sell
8,915
-185
-2% -$12.2K 0.05% 195
2025
Q1 		$562K Hold
9,100
– – 0.04% 206
2024
Q4 		$625K Buy
9,100
+5
+0.1% +$337 0.05% 199
2024
Q3 		$586K Buy
9,095
+5
+0.1% +$312 0.05% 193
2024
Q2 		$571K Buy
9,090
+715
+9% +$41.7K 0.05% 202
2024
Q1 		$480K Hold
8,375
– – 0.04% 208
2023
Q4 		$435K Buy
8,375
+5
+0.1% +$243 0.04% 214
2023
Q3 		$380K Hold
8,370
– – 0.04% 213
2023
Q2 		$394K Buy
8,370
+380
+5% +$16.4K 0.04% 226
2023
Q1 		$327K Hold
7,990
– – 0.03% 235
2022
Q4 		$275K Sell
7,990
-490
-6% -$17.5K 0.03% 267
2022
Q3 		$296K Buy
8,480
+250
+3% +$9.84K 0.03% 242
2022
Q2 		$299K Sell
8,230
-6,350
-44% -$255K 0.03% 244
2022
Q1 		$686K Buy
14,580
+325
+2% +$15.1K 0.05% 181
2021
Q4 		$743K Buy
14,255
+105
+0.7% +$5.32K 0.05% 171
2021
Q3 		$664K Buy
14,150
+1,375
+11% +$66.5K 0.05% 181
2021
Q2 		$591K Buy
12,775
+1,225
+11% +$53.9K 0.05% 188
2021
Q1 		$478K Sell
11,550
-1,000
-8% -$41.2K 0.04% 200
2020
Q4 		$511K Buy
12,550
+300
+2% +$11.6K 0.05% 194
2020
Q3 		$454K Buy
12,250
+1,250
+11% +$45K 0.04% 203
2020
Q2 		$360K Buy
+11,000
New +$328K 0.04% 209

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

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

Beaumont Financial Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.01% in Q2 2026, selling an estimated $85 and leaving 9,499 shares worth $835K. The position accounts for 0.05% of the portfolio, ranked #191.

Beaumont Financial Advisors first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Beaumont Financial Advisors held 9,499 shares of Vanguard Morningstar Mega Cap Growth ETF worth $835K as of Q2 2026.
  • Beaumont Financial Advisors sold 1 Vanguard Morningstar Mega Cap Growth ETF share in Q2 2026, an estimated $85.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Beaumont Financial Advisors's portfolio in Q2 2026, its #191 holding.
  • Beaumont Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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