VEU β€” Vngrd FTSE AllWrd

Ownership history in Beacon Wealthcare LLC  Β·  21 quarters on record

AI Ownership Summary

Beacon Wealthcare LLC reported Vngrd FTSE AllWrd (VEU) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.94% in 2026 Q1. The latest visible filing shows VEU at 6.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Wealthcare LLC's position in Vngrd FTSE AllWrd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VEU was reported at 6.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.94% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Wealthcare LLC held VEU β€” position size vs. price
% of Fund (quarterly)    VEU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 262,154 +1,229 +0.5% 6.94% $19.7M 2026-05-15 (Est.) $74.51
2025 Q4 ADDED 260,925 +1,482 +0.6% 6.59% $19.2M 2026-01-06 $75.65
2025 Q3 ADDED 259,443 +5,916 +2.3% 6.51% $18.5M 2025-10-01 $70.61
2025 Q2 ADDED 253,527 +3,844 +1.5% 6.43% $17.0M 2025-07-08 $65.60
2025 Q1 ADDED 249,683 +5,017 +2.1% 6.16% $15.1M 2025-04-02 $59.14
2024 Q4 ADDED 244,666 +3,586 +1.5% 5.70% $14.0M 2025-01-03 $55.65
2024 Q3 ADDED 241,080 +8,264 +3.5% 6.13% $15.2M 2024-10-08 $59.23
2024 Q2 ADDED 232,816 +8,668 +3.9% 5.95% $13.7M 2024-07-03 $56.50
2024 Q1 ADDED 224,148 +3,743 +1.7% 6.00% $13.1M 2024-04-12 $53.65
2023 Q4 ADDED 220,405 +10,010 +4.8% 5.95% $12.4M 2024-01-05 $51.77
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Wealthcare LLC and VEU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Wealthcare LLC reported owning VEU?

Beacon Wealthcare LLC reported VEU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VEU position in Beacon Wealthcare LLC's portfolio?

The largest reported portfolio weight for VEU was 6.94% in 2026 Q1.

What is the latest reported VEU position on this page?

The most recent filing on this page is 2026 Q1, when Beacon Wealthcare LLC reported 262,154 shares, equal to 6.94% of portfolio, with an estimated market value of $19.7M.

What does the chart on this VEU ownership page compare?

The chart compares Beacon Wealthcare LLC's quarterly VEU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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