Skip to content
Disclosery

Beacon Wealthcare LLC: VTI position timeline

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

Beacon Wealthcare LLC held 443,162 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 443,162 shares
    Change vs previous 13F -6,413 shares

    52.58% of the 13F portfolio, value $165,848,975.

    13F-HR 0001849336-26-000005 filed by Beacon Wealthcare LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 449,575 shares
    Change vs previous 13F -2,096 shares

    53.31% of the 13F portfolio, value $166,360,880.

    13F-HR 0001849336-26-000003 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 451,671 shares
    Change vs previous 13F -13,693 shares

    51.1% of the 13F portfolio, value $144,900,489.

    13F-HR 0001849336-26-000002 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 465,364 shares
    Change vs previous 13F -4,630 shares

    53.58% of the 13F portfolio, value $156,022,578.

    13F-HR 0001849336-26-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 469,994 shares
    Change vs previous 13F +5,002 shares

    54.19% of the 13F portfolio, value $154,237,779.

    13F-HR 0001849336-25-000006 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 464,992 shares
    Change vs previous 13F +2,144 shares

    53.3% of the 13F portfolio, value $141,324,948.

    13F-HR 0001849336-25-000004 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 462,848 shares
    Change vs previous 13F +6,393 shares

    51.74% of the 13F portfolio, value $127,209,081.

    13F-HR 0001849336-25-000002 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 456,455 shares
    Change vs previous 13F not available

    53.66% of the 13F portfolio, value $132,285,177.

    13F-HR 0001849336-25-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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