Beacon Wealthcare LLC
VTI icon

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

Beacon Wealthcare LLC’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
2026
Q3 		$166M Sell
443,162
-6,413
-1% -$2.4M 52.58% 1
2026
Q2 		$166M Sell
449,575
-2,096
-0.5% -$749K 53.31% 1
2026
Q1 		$145M Sell
451,671
-13,693
-3% -$4.59M 51.1% 1
2025
Q4 		$156M Sell
465,364
-4,630
-1% -$1.54M 53.58% 1
2025
Q3 		$154M Buy
469,994
+5,002
+1% +$1.58M 54.19% 1
2025
Q2 		$141M Buy
464,992
+2,144
+0.5% +$603K 53.3% 1
2025
Q1 		$127M Buy
462,848
+6,393
+1% +$1.86M 51.74% 1
2024
Q4 		$132M Sell
456,455
-1,178
-0.3% -$344K 53.66% 1
2024
Q3 		$130M Buy
457,633
+4,110
+0.9% +$1.12M 52.28% 1
2024
Q2 		$121M Buy
453,523
+6,693
+1% +$1.73M 52.89% 1
2024
Q1 		$116M Buy
446,830
+127
+0% +$31.4K 52.96% 1
2023
Q4 		$106M Buy
446,703
+1,561
+0.4% +$345K 50.98% 1
2023
Q3 		$94.6M Sell
445,142
-8,868
-2% -$1.96M 49.96% 1
2023
Q2 		$100M Sell
454,010
-8,958
-2% -$1.87M 51.01% 1
2023
Q1 		$94.5M Buy
462,968
+3,702
+0.8% +$741K 49.39% 1
2022
Q4 		$87.8M Sell
459,266
-1,146
-0.2% -$221K 49.32% 1
2022
Q3 		$82.6M Sell
460,412
-2,513
-0.5% -$501K 48.65% 1
2022
Q2 		$87.3M Sell
462,925
-2,099
-0.5% -$431K 48.27% 1
2022
Q1 		$106M Sell
465,024
-11,655
-2% -$2.62M 52.17% 1
2021
Q4 		$115M Buy
476,679
+42
+0% +$9.9K 52.35% 1
2021
Q3 		$106M Buy
476,637
+15,218
+3% +$3.47M 51.11% 1
2021
Q2 		$103M Buy
461,419
+3,151
+0.7% +$684K 50.9% 1
2021
Q1 		$94.7M Buy
+458,268
New +$92.7M 50.59% 1

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Beacon Wealthcare LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q3 2026, selling an estimated $2.4M and leaving 443,162 shares worth $166M. The position accounts for 52.58% of the portfolio, ranked #1.

Beacon Wealthcare LLC first reported a position in VTI in Q1 2021 and has held it in 23 quarters since. The position peaked at $166M in Q2 2026. 3,118 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Beacon Wealthcare LLC held 443,162 shares of Vanguard Morningstar Total Stock Market ETF worth $166M as of Q3 2026.
  • Beacon Wealthcare LLC sold 6,413 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.4M.
  • Vanguard Morningstar Total Stock Market ETF made up 52.58% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #1 holding.
  • Beacon Wealthcare LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 23 quarters since.
  • Beacon Wealthcare LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $166M in Q2 2026.
  • 3,118 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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