Beacon Wealthcare LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Beacon Wealthcare LLC’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$375K	Hold	2,984	–	–	0.12%	20
2026 Q2	$357K	Hold	2,984	–	–	0.11%	18
2026 Q1	$260K	Hold	2,984	–	–	0.09%	20
2025 Q4	$281K	Sell	2,984 -56	-2%	-$5.32K	0.1%	19
2025 Q3	$284K	Sell	3,040 -136	-4%	-$11.9K	0.1%	19
2025 Q2	$263K	Buy	3,176 +192	+6%	+$14K	0.1%	19
2025 Q1	$202K	Hold	2,984	–	–	0.08%	22
2024 Q4	$232K	Hold	2,984	–	–	0.09%	20
2024 Q3	$219K	Hold	2,984	–	–	0.09%	24
2024 Q2	$215K	Buy	+2,984	New	+$198K	0.09%	19
2022 Q1	–	Sell	-3,696	Closed	-$212K	–	13
2021 Q4	$212K	Buy	+3,696	New	+$203K	0.1%	13

Other funds holding VGT

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

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

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Beacon Wealthcare LLC held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 2,984 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #20.

Beacon Wealthcare LLC first reported a position in VGT in Q4 2021 and has held it in 11 quarters since. 1,627 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Beacon Wealthcare LLC held 2,984 shares of Vanguard Information Technology ETF worth $375K as of Q3 2026.
Beacon Wealthcare LLC left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.12% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #20 holding.
Beacon Wealthcare LLC first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 11 quarters since.
1,627 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

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