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Disclosery

Beacon Capital Management, LLC: VUG position timeline

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

Beacon Capital Management, LLC held 331,249 VUG 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 331,249 shares
    Change vs previous 13F +261,711 shares

    4.18% of the 13F portfolio, value $28,533,758.

    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 69,538 shares
    Change vs previous 13F -10,869 shares

    5.36% of the 13F portfolio, value $30,373,356.

    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 80,407 shares
    Change vs previous 13F -4,435 shares

    6.08% of the 13F portfolio, value $39,227,581.

    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 84,842 shares
    Change vs previous 13F -7,311 shares

    5.78% of the 13F portfolio, value $40,690,970.

    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 92,153 shares
    Change vs previous 13F -8,715 shares

    5.45% of the 13F portfolio, value $40,399,900.

    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 100,868 shares
    Change vs previous 13F +12,311 shares

    5.05% of the 13F portfolio, value $37,403,783.

    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 88,557 shares
    Change vs previous 13F +5,849 shares

    4.73% of the 13F portfolio, value $36,347,424.

    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 82,708 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $31,753,925.

    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).