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Beacon Capital Management, LLC: VTI position timeline

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

Beacon Capital Management, LLC held 128,327 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 128,327 shares
    Change vs previous 13F -23,054 shares

    6.96% of the 13F portfolio, value $47,485,948.

    13F-HR 0002085853-26-000901 filed by Beacon Capital Management, 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 151,381 shares
    Change vs previous 13F -26,917 shares

    8.57% of the 13F portfolio, value $48,564,537.

    13F-HR 0001921487-26-000002 filed by Beacon Capital Management, 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 178,298 shares
    Change vs previous 13F -6,166 shares

    9.27% of the 13F portfolio, value $59,777,875.

    13F-HR 0001921487-26-000001 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 184,464 shares
    Change vs previous 13F -23,726 shares

    8.6% of the 13F portfolio, value $60,535,655.

    13F-HR 0001921487-25-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 208,190 shares
    Change vs previous 13F -20,199 shares

    8.54% of the 13F portfolio, value $63,275,326.

    13F-HR 0001921487-25-000003 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 228,389 shares
    Change vs previous 13F -13,384 shares

    8.48% of the 13F portfolio, value $62,770,545.

    13F-HR 0001921487-25-000002 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 241,773 shares
    Change vs previous 13F -1,911 shares

    9.12% of the 13F portfolio, value $70,068,346.

    13F-HR 0001921487-25-000001 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 243,684 shares
    Change vs previous 13F not available

    9.8% of the 13F portfolio, value $69,001,618.

    13F-HR 0001921487-24-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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