Beacon Investment Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Beacon Investment Advisory Services’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	$207K	Hold	2,406	–	–	0.01%	250
2026 Q1	$175K	Sell	2,406 -1,374	-36%	-$107K	0.01%	263
2025 Q4	$307K	Buy	3,780 +1,236	+49%	+$100K	0.01%	210
2025 Q3	$203K	Sell	2,544 -2,976	-54%	-$227K	0.01%	246
2025 Q2	$403K	Buy	+5,520	New	+$363K	0.02%	185

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Beacon Investment Advisory Services's VUG Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,406 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #250.

Beacon Investment Advisory Services first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $403K in Q2 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Beacon Investment Advisory Services held 2,406 shares of Vanguard Morningstar Growth ETF worth $207K as of Q2 2026.
Beacon Investment Advisory Services left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #250 holding.
Beacon Investment Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
Beacon Investment Advisory Services's Vanguard Morningstar Growth ETF position peaked at $403K in Q2 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.