Beacon Bridge Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.4M	Buy	190,527 +5,787	+3%	+$487K	4.68%	3
2026 Q1	$13.4M	Buy	184,740 +2,988	+2%	+$232K	4.5%	4
2025 Q4	$14.8M	Sell	181,752 -3,660	-2%	-$297K	4.91%	2
2025 Q3	$14.8M	Buy	185,412 +3,420	+2%	+$261K	5.27%	3
2025 Q2	$13.3M	Sell	181,992 -21,060	-10%	-$1.39M	5.28%	3
2025 Q1	$12.5M	Buy	203,052 +13,980	+7%	+$943K	5.35%	3
2024 Q4	$12.9M	Buy	189,072 +12,876	+7%	+$865K	5.49%	3
2024 Q3	$11.3M	Buy	176,196 +14,004	+9%	+$868K	4.84%	4
2024 Q2	$10.1M	Buy	162,192 +72,468	+81%	+$4.23M	4.64%	5
2024 Q1	$5.15M	Buy	89,724 +65,676	+273%	+$3.61M	2.43%	9
2023 Q4	$1.25M	Buy	+24,048	New	+$1.16M	0.62%	37

Other funds holding VUG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Beacon Bridge Wealth Partners's VUG Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, buying an estimated $487K and bringing the position to 190,527 shares worth $16.4M. The position accounts for 4.68% of the portfolio, ranked #3.

Beacon Bridge Wealth Partners first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,616 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Beacon Bridge Wealth Partners held 190,527 shares of Vanguard Morningstar Growth ETF worth $16.4M as of Q2 2026.
Beacon Bridge Wealth Partners bought 5,787 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $487K.
Vanguard Morningstar Growth ETF made up 4.68% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #3 holding.
Beacon Bridge Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,616 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.