Beacon Wealthcare LLC
VUG icon

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
Q3 		$622K Hold
6,900
– – 0.2% 14
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Wealthcare LLC's VUG Position: Q3 2026 in Review

Beacon Wealthcare LLC held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 6,900 shares worth $622K. The position accounts for 0.2% of the portfolio, ranked #14.

Beacon Wealthcare LLC first reported a position in VUG in Q3 2024 and has held it in 9 quarters since. The position peaked at $751K in Q3 2025. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Beacon Wealthcare LLC held 6,900 shares of Vanguard Morningstar Growth ETF worth $622K as of Q3 2026.
  • Beacon Wealthcare LLC left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.2% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #14 holding.
  • Beacon Wealthcare LLC first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • Beacon Wealthcare LLC's Vanguard Morningstar Growth ETF position peaked at $751K in Q3 2025.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.