Beacon Wealthcare LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$508K	Hold	1,445	–	–	0.16%	15
2026 Q2	$497K	Hold	1,445	–	–	0.16%	16
2026 Q1	$432K	Hold	1,445	–	–	0.15%	17
2025 Q4	$455K	Hold	1,445	–	–	0.16%	16
2025 Q3	$445K	Hold	1,445	–	–	0.16%	17
2025 Q2	$412K	Hold	1,445	–	–	0.16%	16
2025 Q1	$371K	Hold	1,445	–	–	0.15%	15
2024 Q4	$390K	Hold	1,445	–	–	0.16%	15
2024 Q3	$380K	Buy	+1,445	New	+$367K	0.15%	18

Other funds holding VV

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

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

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Hurlow Wealth Management Group Bloomington, Indiana $480M AUM 12.37% 1-Year Est. Return

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

Beacon Wealthcare LLC held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,445 shares worth $508K. The position accounts for 0.16% of the portfolio, ranked #15.

Beacon Wealthcare LLC first reported a position in VV in Q3 2024 and has held it in 9 quarters since. 655 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Beacon Wealthcare LLC held 1,445 shares of Vanguard Morningstar Large-Cap ETF worth $508K as of Q3 2026.
Beacon Wealthcare LLC left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #15 holding.
Beacon Wealthcare LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 9 quarters since.
655 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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