Beacon Advisors Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Beacon Advisors Holdings’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.94M	Buy	21,453 +6	+0%	+$2.15K	3.89%	11
2026 Q1	$6.88M	Buy	21,447 +7	+0%	+$2.35K	3.68%	12
2025 Q4	$7.19M	Buy	+21,440	New	+$7.13M	3.79%	12

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Advisors Holdings's VTI Position: Q2 2026 in Review

Beacon Advisors Holdings increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q2 2026, buying an estimated $2.15K and bringing the position to 21,453 shares worth $7.94M. The position accounts for 3.89% of the portfolio, ranked #11.

Beacon Advisors Holdings first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Beacon Advisors Holdings held 21,453 shares of Vanguard Morningstar Total Stock Market ETF worth $7.94M as of Q2 2026.
Beacon Advisors Holdings bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 3.89% of Beacon Advisors Holdings's portfolio in Q2 2026, its #11 holding.
Beacon Advisors Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Beacon Advisors Holdings's 13F filing for Q2 2026, filed 29 Jul 2026.