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Beacon Pointe Advisors’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beacon Pointe Advisors's VUG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Growth ETF (VUG) stake by 18% in Q1 2026, buying an estimated $42.9M and bringing the position to 3,683,760 shares worth $268M. The position accounts for 1.42% of the portfolio, ranked #8.

Beacon Pointe Advisors first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Beacon Pointe Advisors held 3,683,760 shares of Vanguard Growth ETF worth $268M as of Q1 2026.
  • Beacon Pointe Advisors bought 551,418 Vanguard Growth ETF shares in Q1 2026, an estimated $42.9M.
  • Vanguard Growth ETF made up 1.42% of Beacon Pointe Advisors's portfolio in Q1 2026, its #8 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.