VB — Vanguard Sml Cap

Ownership history in Beacon Wealthcare LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beacon Wealthcare LLC reported a position in Vanguard Sml Cap (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2024 Q1)
Avg. % of fund
0.08%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 887 -13 -1.4% 0.08% $229K $257.95
2025 Q3 UNCHANGED 900 — 0% 0.08% $229K $253.38
2025 Q2 ADDED 900 +13 +1.5% 0.08% $213K $235.40
2024 Q4 UNCHANGED 887 — 0% 0.09% $213K $236.92
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% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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