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 Q3	$252K	Hold	887	–	–	0.08%	28
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Beacon Wealthcare LLC's VB Position: Q3 2026 in Review

Beacon Wealthcare LLC held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 887 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #28.

Beacon Wealthcare LLC first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $269K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Beacon Wealthcare LLC held 887 shares of Vanguard Morningstar Small-Cap ETF worth $252K as of Q3 2026.
Beacon Wealthcare LLC left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #28 holding.
Beacon Wealthcare LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Beacon Wealthcare LLC's Vanguard Morningstar Small-Cap ETF position peaked at $269K in Q2 2026.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.