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Beacon Wealthcare LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Beacon Wealthcare LLC’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 		$594K Hold
6,900
– – 0.19% 14
2026
Q1 		$502K Hold
6,900
– – 0.18% 14
2025
Q4 		$561K Sell
6,900
-2,490
-27% -$202K 0.19% 15
2025
Q3 		$751K Hold
9,390
– – 0.26% 13
2025
Q2 		$686K Hold
9,390
– – 0.26% 13
2025
Q1 		$580K Hold
9,390
– – 0.24% 13
2024
Q4 		$642K Hold
9,390
– – 0.26% 13
2024
Q3 		$601K Buy
+9,390
New +$582K 0.24% 15

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 Wealthcare LLC's VUG Position: Q2 2026 in Review

Beacon Wealthcare LLC held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 6,900 shares worth $594K. The position accounts for 0.19% of the portfolio, ranked #14.

Beacon Wealthcare LLC first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $751K in Q3 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Beacon Wealthcare LLC held 6,900 shares of Vanguard Morningstar Growth ETF worth $594K as of Q2 2026.
  • Beacon Wealthcare LLC left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.19% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #14 holding.
  • Beacon Wealthcare LLC first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Beacon Wealthcare LLC's Vanguard Morningstar Growth ETF position peaked at $751K in Q3 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.