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Beaumont Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Beaumont Financial 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 		$25.3M Sell
347,166
-2,436
-0.7% -$190K 1.74% 17
2025
Q4 		$28.4M Sell
349,602
-3,444
-1% -$279K 1.87% 16
2025
Q3 		$28.2M Sell
353,046
-7,002
-2% -$535K 1.89% 15
2025
Q2 		$26.3M Sell
360,048
-7,578
-2% -$499K 1.9% 16
2025
Q1 		$22.7M Sell
367,626
-4,284
-1% -$289K 1.78% 15
2024
Q4 		$25.4M Sell
371,910
-5,610
-1% -$377K 1.91% 14
2024
Q3 		$24.2M Sell
377,520
-4,680
-1% -$290K 1.89% 14
2024
Q2 		$23.8M Sell
382,200
-7,374
-2% -$430K 1.91% 13
2024
Q1 		$22.3M Sell
389,574
-9,360
-2% -$515K 1.84% 18
2023
Q4 		$20.7M Sell
398,934
-9,534
-2% -$460K 1.89% 15
2023
Q3 		$18.5M Sell
408,468
-7,938
-2% -$375K 1.85% 16
2023
Q2 		$19.6M Sell
416,406
-6,126
-1% -$266K 1.81% 18
2023
Q1 		$17.6M Sell
422,532
-22,332
-5% -$869K 1.78% 14
2022
Q4 		$15.8M Sell
444,864
-240
-0.1% -$8.83K 1.59% 17
2022
Q3 		$15.9M Buy
445,104
+4,782
+1% +$192K 1.52% 18
2022
Q2 		$16.4M Sell
440,322
-1,560
-0.4% -$64.1K 1.47% 17
2022
Q1 		$21.2M Sell
441,882
-21,054
-5% -$996K 1.61% 13
2021
Q4 		$24.8M Sell
462,936
-1,146
-0.2% -$59.7K 1.8% 14
2021
Q3 		$22.4M Sell
464,082
-31,650
-6% -$1.58M 1.73% 15
2021
Q2 		$23.7M Sell
495,732
-1,278
-0.3% -$58K 1.81% 12
2021
Q1 		$21.3M Sell
497,010
-219,384
-31% -$9.39M 1.8% 16
2020
Q4 		$30.2M Buy
716,394
+18,462
+3% +$737K 2.69% 6
2020
Q3 		$26.5M Sell
697,932
-46,476
-6% -$1.72M 2.53% 6
2020
Q2 		$25.1M Buy
744,408
+218,106
+41% +$6.71M 2.62% 5
2020
Q1 		$13.7M Sell
526,302
-67,554
-11% -$2.02M 1.73% 17
2019
Q4 		$18M Buy
593,856
+8,178
+1% +$236K 1.77% 15
2019
Q3 		$16.2M Sell
585,678
-26,940
-4% -$747K 1.62% 22
2019
Q2 		$16.7M Sell
612,618
-14,490
-2% -$387K 1.73% 21
2019
Q1 		$16.3M Sell
627,108
-135,114
-18% -$3.33M 1.75% 21
2018
Q4 		$17.1M Sell
762,222
-32,184
-4% -$780K 2.78% 7
2018
Q3 		$21.3M Buy
794,406
+37,836
+5% +$990K 2.12% 16
2018
Q2 		$18.9M Sell
756,570
-3,756
-0.5% -$92.1K 2% 13
2018
Q1 		$18M Buy
760,326
+37,080
+5% +$904K 2.01% 12
2017
Q4 		$17M Buy
723,246
+6,384
+0.9% +$147K 1.99% 18
2017
Q3 		$15.9M Sell
716,862
-5,622
-0.8% -$122K 1.98% 16
2017
Q2 		$15.3M Buy
722,484
+17,130
+2% +$359K 1.98% 17
2017
Q1 		$14.3M Buy
705,354
+10,074
+1% +$199K 1.96% 16
2016
Q4 		$12.9M Buy
695,280
+58,188
+9% +$1.08M 1.95% 15
2016
Q3 		$11.9M Buy
637,092
+34,020
+6% +$633K 1.89% 10
2016
Q2 		$10.8M Buy
603,072
+56,856
+10% +$1.01M 1.77% 17
2016
Q1 		$9.52M Sell
546,216
-374,382
-41% -$6.28M 1.55% 24
2015
Q4 		$16.3M Buy
920,598
+382,638
+71% +$6.85M 2.69% 7
2015
Q3 		$9.6M Hold
537,960
– – 1.39% 30
2015
Q2 		$9.6M Sell
537,960
-51,876
-9% -$942K 1.39% 30
2015
Q1 		$10.3M Sell
589,836
-133,182
-18% -$2.36M 0.36% 56
2014
Q4 		$12.6M Buy
723,018
+122,202
+20% +$2.08M 0.61% 49
2014
Q3 		$9.98M Sell
600,816
-14,124
-2% -$235K 0.65% 56
2014
Q2 		$10.1M Buy
614,940
+46,482
+8% +$737K 0.72% 61
2014
Q1 		$8.86M Buy
568,458
+222,600
+64% +$3.45M 0.73% 44
2013
Q4 		$5.36M Buy
345,858
+109,656
+46% +$1.62M 0.44% 63
2013
Q3 		$3.33M Sell
236,202
-16,794
-7% -$231K 0.3% 76
2013
Q2 		$3.29M Buy
+252,996
New +$3.34M 0.3% 76

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

Beaumont Financial Advisors's VUG Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.7% in Q1 2026, selling an estimated $190K and leaving 347,166 shares worth $25.3M. The position accounts for 1.74% of the portfolio, ranked #17.

Beaumont Financial Advisors first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.2M in Q4 2020. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Beaumont Financial Advisors held 347,166 shares of Vanguard Growth ETF worth $25.3M as of Q1 2026.
  • Beaumont Financial Advisors sold 2,436 Vanguard Growth ETF shares in Q1 2026, an estimated $190K.
  • Vanguard Growth ETF made up 1.74% of Beaumont Financial Advisors's portfolio in Q1 2026, its #17 holding.
  • Beaumont Financial Advisors first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Beaumont Financial Advisors's Vanguard Growth ETF position peaked at $30.2M in Q4 2020.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.