Beacon Capital Management Inc (Ohio)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2025 Q3	–	Sell	-1	Closed	-$106	–	161
2025 Q2	$106	Buy	+1	New	+$281	﹤0.01%	97
2023 Q1	–	Sell	-12	Closed	-$2.29K	–	128
2022 Q4	$2.29K	Buy	+12	New	+$2.31K	﹤0.01%	72
2018 Q3	–	Sell	-85	Closed	-$12K	–	79
2018 Q2	$12K	Sell	85 -260	-75%	-$36.3K	﹤0.01%	54
2018 Q1	$47K	Buy	+345	New	+$48.4K	﹤0.01%	36
2017 Q4	–	Sell	-177	Closed	-$23K	–	123
2017 Q3	$23K	Buy	+177	New	+$22.4K	﹤0.01%	41

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

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

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

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

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

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s VTI Position: Q3 2025 in Review

Beacon Capital Management Inc (Ohio) sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 1 share — an estimated $106 sold.

Beacon Capital Management Inc (Ohio) first reported a position in VTI in Q3 2017 and held it in 5 quarters. The position peaked at $47K in Q1 2018. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Beacon Capital Management Inc (Ohio) reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2025, an estimated $106.
Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and held it in 5 quarters.
Beacon Capital Management Inc (Ohio)'s Vanguard Morningstar Total Stock Market ETF position peaked at $47K in Q1 2018.
3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2025, filed 16 Oct 2025.