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Beacon Pointe Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Beacon Pointe Advisors’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 		$326M Buy
3,787,752
+103,992
+3% +$8.75M 1.51% 8
2026
Q1 		$268M Buy
3,683,760
+551,418
+18% +$42.9M 1.42% 8
2025
Q4 		$255M Buy
3,132,342
+292,566
+10% +$23.7M 1.79% 6
2025
Q3 		$227M Buy
2,839,776
+890,130
+46% +$68M 1.92% 6
2025
Q2 		$142M Buy
1,949,646
+73,482
+4% +$4.84M 1.49% 11
2025
Q1 		$116M Sell
1,876,164
-112,782
-6% -$7.6M 1.3% 11
2024
Q4 		$136M Buy
1,988,946
+7,518
+0.4% +$505K 1.51% 11
2024
Q3 		$127M Buy
1,981,428
+37,098
+2% +$2.3M 1.46% 10
2024
Q2 		$121M Buy
1,944,330
+18,246
+0.9% +$1.06M 1.43% 10
2024
Q1 		$110M Buy
1,926,084
+30,564
+2% +$1.68M 1.23% 12
2023
Q4 		$98.2M Sell
1,895,520
-284,688
-13% -$13.7M 1.17% 12
2023
Q3 		$99M Buy
2,180,208
+626,190
+40% +$29.6M 1.23% 12
2023
Q2 		$73.3M Buy
1,554,018
+301,470
+24% +$13.1M 1.2% 11
2023
Q1 		$52.1M Buy
1,252,548
+36,456
+3% +$1.42M 0.89% 16
2022
Q4 		$43.2M Buy
1,216,092
+229,308
+23% +$8.44M 0.84% 19
2022
Q3 		$35.2M Buy
986,784
+187,368
+23% +$7.53M 0.79% 20
2022
Q2 		$29.7M Sell
799,416
-180,018
-18% -$7.4M 0.63% 30
2022
Q1 		$46.9M Buy
979,434
+480,600
+96% +$22.7M 0.64% 27
2021
Q4 		$26.7M Sell
498,834
-6,696
-1% -$349K 0.7% 27
2021
Q3 		$24.4M Buy
505,530
+115,332
+30% +$5.74M 0.6% 34
2021
Q2 		$18.7M Buy
390,198
+226,086
+138% +$10.3M 0.66% 30
2021
Q1 		$7.03M Buy
164,112
+23,004
+16% +$984K 0.43% 57
2020
Q4 		$5.96M Buy
141,108
+38,766
+38% +$1.55M 0.41% 64
2020
Q3 		$3.88M Sell
102,342
-14,262
-12% -$527K 0.38% 60
2020
Q2 		$3.93M Sell
116,604
-52,116
-31% -$1.6M 0.39% 66
2020
Q1 		$4.41M Buy
168,720
+87,588
+108% +$2.62M 0.7% 38
2019
Q4 		$2.46M Buy
81,132
+27,708
+52% +$800K 0.76% 31
2019
Q3 		$1.48M Sell
53,424
-2,190
-4% -$60.8K 0.64% 41
2019
Q2 		$1.51M Buy
55,614
+12,222
+28% +$326K 0.55% 48
2019
Q1 		$1.13M Buy
43,392
+2,538
+6% +$62.6K 0.42% 64
2018
Q4 		$915K Buy
+40,854
New +$990K 0.56% 50

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Beacon Pointe Advisors's VUG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, buying an estimated $8.75M and bringing the position to 3,787,752 shares worth $326M. The position accounts for 1.51% of the portfolio, ranked #8.

Beacon Pointe Advisors first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Beacon Pointe Advisors held 3,787,752 shares of Vanguard Morningstar Growth ETF worth $326M as of Q2 2026.
  • Beacon Pointe Advisors bought 103,992 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.75M.
  • Vanguard Morningstar Growth ETF made up 1.51% of Beacon Pointe Advisors's portfolio in Q2 2026, its #8 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.