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Beacon Financial Strategies’s Vanguard Growth ETF VUG Stock Holding History

Beacon Financial Strategies’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 		$360K Sell
4,180
-2
-0% -$168 0.18% 28
2026
Q1 		$304K Hold
4,182
– – 0.17% 30
2025
Q4 		$340K Sell
4,182
-198
-5% -$16.1K 0.19% 27
2025
Q3 		$350K Sell
4,380
-1,548
-26% -$118K 0.21% 25
2025
Q2 		$433K Sell
5,928
-612
-9% -$40.3K 0.27% 22
2025
Q1 		$404K Sell
6,540
-552
-8% -$37.2K 0.27% 22
2024
Q4 		$485K Hold
7,092
– – 0.32% 17
2024
Q3 		$454K Sell
7,092
-420
-6% -$26K 0.31% 19
2024
Q2 		$468K Sell
7,512
-210
-3% -$12.2K 0.34% 18
2024
Q1 		$443K Sell
7,722
-2,190
-22% -$120K 0.32% 19
2023
Q4 		$513K Sell
9,912
-594
-6% -$28.7K 0.4% 15
2023
Q3 		$477K Sell
10,506
-792
-7% -$37.4K 0.41% 15
2023
Q2 		$533K Hold
11,298
– – 0.44% 16
2023
Q1 		$470K Sell
11,298
-246
-2% -$9.57K 0.41% 17
2022
Q4 		$410K Sell
11,544
-264
-2% -$9.71K 0.37% 19
2022
Q3 		$421K Buy
11,808
+24
+0.2% +$965 0.4% 17
2022
Q2 		$438K Sell
11,784
-474
-4% -$19.5K 0.41% 17
2022
Q1 		$587K Sell
12,258
-486
-4% -$23K 0.5% 13
2021
Q4 		$682K Sell
12,744
-90
-0.7% -$4.69K 0.58% 13
2021
Q3 		$621K Buy
12,834
+6
+0% +$299 0.56% 12
2021
Q2 		$613K Buy
+12,828
New +$582K 0.52% 14

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Beacon Financial Strategies's VUG Position: Q2 2026 in Review

Beacon Financial Strategies reduced its Vanguard Growth ETF (VUG) stake by 0.05% in Q2 2026, selling an estimated $168 and leaving 4,180 shares worth $360K. The position accounts for 0.18% of the portfolio, ranked #28.

Beacon Financial Strategies first reported a position in VUG in Q2 2021 and has held it in 21 quarters since. The position peaked at $682K in Q4 2021. 535 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Beacon Financial Strategies held 4,180 shares of Vanguard Growth ETF worth $360K as of Q2 2026.
  • Beacon Financial Strategies sold 2 Vanguard Growth ETF shares in Q2 2026, an estimated $168.
  • Vanguard Growth ETF made up 0.18% of Beacon Financial Strategies's portfolio in Q2 2026, its #28 holding.
  • Beacon Financial Strategies first reported a position in Vanguard Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Beacon Financial Strategies's Vanguard Growth ETF position peaked at $682K in Q4 2021.
  • 535 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.