Beacon Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Beacon Financial Planning’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 Q1	$678K	Buy	9,312 +4,092	+78%	+$318K	0.26%	43
2025 Q4	$425K	Buy	5,220 +6	+0.1%	+$487	0.2%	42
2025 Q3	$417K	Buy	5,214 +6	+0.1%	+$458	0.22%	42
2025 Q2	$380K	Hold	5,208	–	–	0.21%	41
2025 Q1	$322K	Buy	5,208 +6	+0.1%	+$405	0.19%	43
2024 Q4	$356K	Sell	5,202 -72	-1%	-$4.84K	0.21%	40
2024 Q3	$337K	Buy	5,274 +90	+2%	+$5.58K	0.21%	37
2024 Q2	$323K	Hold	5,184	–	–	0.22%	31
2024 Q1	$297K	Sell	5,184 -1,086	-17%	-$59.7K	0.21%	31
2023 Q4	$325K	Buy	6,270 +54	+0.9%	+$2.61K	0.25%	30
2023 Q3	$282K	Buy	6,216 +12	+0.2%	+$567	0.24%	27
2023 Q2	$293K	Buy	6,204 +402	+7%	+$17.4K	0.25%	24
2023 Q1	$241K	Buy	+5,802	New	+$226K	0.23%	22

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beacon Financial Planning's VUG Position: Q1 2026 in Review

Beacon Financial Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 78% in Q1 2026, buying an estimated $318K and bringing the position to 9,312 shares worth $678K. The position accounts for 0.26% of the portfolio, ranked #43.

Beacon Financial Planning first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Beacon Financial Planning held 9,312 shares of Vanguard Morningstar Growth ETF worth $678K as of Q1 2026.
Beacon Financial Planning bought 4,092 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $318K.
Vanguard Morningstar Growth ETF made up 0.26% of Beacon Financial Planning's portfolio in Q1 2026, its #43 holding.
Beacon Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 13 quarters since.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.