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

Beacon Pointe Wealth 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
2019 Q4	$3.39M	Buy	111,768 +38,064	+52%	+$1.1M	0.63%	37
2019 Q3	$2.04M	Buy	73,704 +52,338	+245%	+$1.45M	0.43%	48
2019 Q2	$582K	Sell	21,366 -120	-0.6%	-$3.21K	0.12%	145
2019 Q1	$561K	Hold	21,486	–	–	0.13%	136
2018 Q4	$481K	Buy	+21,486	New	+$520K	0.17%	130

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Pointe Wealth Advisors's VUG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 52% in Q4 2019, buying an estimated $1.1M and bringing the position to 111,768 shares worth $3.39M. The position accounts for 0.63% of the portfolio, ranked #37.

Beacon Pointe Wealth Advisors first reported a position in VUG in Q4 2018 and has held it in 5 quarters since. 1,108 funds tracked by Wall St. Rank hold VUG as of Q4 2019.

Beacon Pointe Wealth Advisors held 111,768 shares of Vanguard Morningstar Growth ETF worth $3.39M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 38,064 Vanguard Morningstar Growth ETF shares in Q4 2019, an estimated $1.1M.
Vanguard Morningstar Growth ETF made up 0.63% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #37 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 5 quarters since.
1,108 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.