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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

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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. 1,525 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.
  • 1,525 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.