Beacon Wealthcare Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

Beacon Wealthcare Inc’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
2020 Q4	$85.2M	Sell	437,612 -7,343	-2%	-$1.34M	49.55%	1
2020 Q3	$75.8M	Sell	444,955 -25,551	-5%	-$4.3M	47.31%	1
2020 Q2	$73.6M	Sell	470,506 -14,682	-3%	-$2.17M	46.42%	1
2020 Q1	$62.5M	Buy	485,188 +77,766	+19%	+$12M	44.44%	1
2019 Q4	$67.2M	Sell	407,422 -2,049	-0.5%	-$321K	46.34%	1
2019 Q3	$61.8M	Buy	409,471 +12,350	+3%	+$1.86M	44.53%	1
2019 Q2	$59.6M	Buy	397,121 +9,445	+2%	+$1.39M	45.35%	1
2019 Q1	$56.1M	Sell	387,676 -157,083	-29%	-$21.9M	45.57%	1
2018 Q4	$69.5M	Buy	544,759 +189,008	+53%	+$26.1M	45.89%	1
2018 Q3	$53.2M	Buy	355,751 +6,756	+2%	+$994K	48.28%	1
2018 Q2	$49M	Buy	348,995 +14,964	+4%	+$2.09M	47.47%	1
2018 Q1	$45.3M	Sell	334,031 -374	-0.1%	-$52.4K	46.77%	1
2017 Q4	$45.9M	Buy	+334,405	New	+$44.8M	48.08%	1

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Wealthcare Inc's VTI Position: Q4 2020 in Review

Beacon Wealthcare Inc reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.7% in Q4 2020, selling an estimated $1.34M and leaving 437,612 shares worth $85.2M. The position accounts for 49.55% of the portfolio, ranked #1.

Beacon Wealthcare Inc first reported a position in VTI in Q4 2017 and has held it in 13 quarters since. 1,771 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

Beacon Wealthcare Inc held 437,612 shares of Vanguard Total Stock Market ETF worth $85.2M as of Q4 2020.
Beacon Wealthcare Inc sold 7,343 Vanguard Total Stock Market ETF shares in Q4 2020, an estimated $1.34M.
Vanguard Total Stock Market ETF made up 49.55% of Beacon Wealthcare Inc's portfolio in Q4 2020, its #1 holding.
Beacon Wealthcare Inc first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 13 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2020.

Based on Beacon Wealthcare Inc's 13F filing for Q4 2020, filed 10 Feb 2021.