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Beacon Wealthcare LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Beacon Wealthcare LLC’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Hold
887
– – 0.09% 23
2026
Q1 		$232K Hold
887
– – 0.08% 24
2025
Q4 		$229K Sell
887
-13
-1% -$3.33K 0.08% 23
2025
Q3 		$229K Hold
900
– – 0.08% 22
2025
Q2 		$213K Buy
+900
New +$201K 0.08% 24
2025
Q1 		– Sell
-887
Closed -$213K – 25
2024
Q4 		$213K Hold
887
– – 0.09% 23
2024
Q3 		$210K Buy
+887
New +$202K 0.08% 25
2024
Q2 		– Sell
-887
Closed -$203K – 20
2024
Q1 		$203K Buy
+887
New +$191K 0.09% 19

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beacon Wealthcare LLC's VB Position: Q2 2026 in Review

Beacon Wealthcare LLC held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 887 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #23.

Beacon Wealthcare LLC first reported a position in VB in Q1 2024 and has held it in 8 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Beacon Wealthcare LLC held 887 shares of Vanguard Morningstar Small-Cap ETF worth $269K as of Q2 2026.
  • Beacon Wealthcare LLC left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #23 holding.
  • Beacon Wealthcare LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.