Beirne Wealth Consulting Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Beirne Wealth Consulting Services’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	$16.7M	Buy	193,821 +207	+0.1%	+$17.4K	3.32%	9
2026 Q1	$14.1M	Buy	193,614 +210	+0.1%	+$16.3K	3.99%	7
2025 Q4	$15.7M	Buy	193,404 +390	+0.2%	+$31.6K	4.55%	6
2025 Q3	$15.4M	Buy	193,014 +846	+0.4%	+$64.6K	3.71%	6
2025 Q2	$14.1M	Buy	192,168 +127,200	+196%	+$8.37M	4.56%	6
2025 Q1	$4.02M	Buy	64,968 +78	+0.1%	+$5.26K	1.43%	17
2024 Q4	$4.44M	Buy	64,890 +72	+0.1%	+$4.84K	1.6%	14
2024 Q3	$4.15M	Buy	64,818 +144	+0.2%	+$8.93K	1.46%	18
2024 Q2	$4.04M	Hold	64,674	–	–	1.63%	15
2024 Q1	$3.71M	Buy	64,674 +58,686	+980%	+$3.23M	1.57%	15
2023 Q4	$310K	Buy	+5,988	New	+$289K	0.15%	104
2022 Q4	–	Sell	-194,598	Closed	-$6.94M	–	120
2022 Q3	$6.94M	Buy	+194,598	New	+$7.82M	2.64%	10
2020 Q1	–	Sell	-7,716	Closed	-$234K	–	97
2019 Q4	$234K	Sell	7,716 -18	-0.2%	-$520	0.21%	77
2019 Q3	$214K	Hold	7,734	–	–	0.18%	125
2019 Q2	$211K	Hold	7,734	–	–	0.19%	122
2019 Q1	$202K	Buy	+7,734	New	+$191K	0.16%	172

Other funds holding VUG

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Beirne Wealth Consulting Services's VUG Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.11% in Q2 2026, buying an estimated $17.4K and bringing the position to 193,821 shares worth $16.7M. The position accounts for 3.32% of the portfolio, ranked #9.

Beirne Wealth Consulting Services first reported a position in VUG in Q1 2019 and has held it in 16 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Beirne Wealth Consulting Services held 193,821 shares of Vanguard Morningstar Growth ETF worth $16.7M as of Q2 2026.
Beirne Wealth Consulting Services bought 207 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $17.4K.
Vanguard Morningstar Growth ETF made up 3.32% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #9 holding.
Beirne Wealth Consulting Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 16 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.