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BEACON ADVISORS HOLDINGS, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON ADVISORS HOLDINGS, LLC on VTI, newest first. How the timeline and the estimate are built.

BEACON ADVISORS HOLDINGS, LLC held 21,453 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,453 shares
    Change vs previous 13F +6 shares

    3.89% of the 13F portfolio, value $7,938,555.

    13F-HR 0002114314-26-000003 filed by BEACON ADVISORS HOLDINGS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,447 shares
    Change vs previous 13F +7 shares

    3.68% of the 13F portfolio, value $6,880,442.

    13F-HR 0002114314-26-000001 filed by BEACON ADVISORS HOLDINGS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,440 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $7,188,286.

    13F-HR 0001986152-26-000047 filed by BEACON ADVISORS HOLDINGS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).