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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

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

Beacon Wealthcare LLC held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,984 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #18.

Beacon Wealthcare LLC first reported a position in VGT in Q4 2021 and has held it in 10 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Beacon Wealthcare LLC held 2,984 shares of Vanguard Information Technology ETF worth $357K as of Q2 2026.
Beacon Wealthcare LLC left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.11% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #18 holding.
Beacon Wealthcare LLC first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 10 quarters since.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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