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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
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% +$9.91K 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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Beacon Wealthcare LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.46% in Q2 2026, selling an estimated $749K and leaving 449,575 shares worth $166M. The position accounts for 53.31% of the portfolio, ranked #1.

Beacon Wealthcare LLC first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Beacon Wealthcare LLC held 449,575 shares of Vanguard Morningstar Total Stock Market ETF worth $166M as of Q2 2026.
  • Beacon Wealthcare LLC sold 2,096 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $749K.
  • Vanguard Morningstar Total Stock Market ETF made up 53.31% of Beacon Wealthcare LLC's portfolio in Q2 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 22 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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