VV β€” Vanguard Inx Lrg

Ownership history in Beacon Wealthcare LLC  Β·  6 quarters on record

AI Ownership Summary

Beacon Wealthcare LLC reported Vanguard Inx Lrg (VV) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.16% in 2024 Q4. The latest visible filing shows VV at 0.16% 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.

What this VV 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 Vanguard Inx Lrg, 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
2025 Q4

VV was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 VV β€” position size vs. price
% of Fund (quarterly)    VV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,445 β€” 0% 0.16% $455K 2026-02-14 (Est.) $312.30
2025 Q3 UNCHANGED 1,445 β€” 0% 0.16% $445K 2025-10-01 $307.30
2025 Q2 UNCHANGED 1,445 β€” 0% 0.16% $412K 2025-07-08 $283.84
2025 Q1 UNCHANGED 1,445 β€” 0% 0.15% $371K 2025-04-02 $256.73
2024 Q4 UNCHANGED 1,445 β€” 0% 0.16% $390K 2025-01-03 $268.72
2024 Q3 INITIATED 1,445 β€” β€” 0.15% $380K 2024-10-08 $258.46

FAQ About Beacon Wealthcare LLC and VV

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 VV?

Beacon Wealthcare LLC reported VV across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

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

The largest reported portfolio weight for VV was 0.16% in 2024 Q4.

What is the latest reported VV position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Wealthcare LLC reported 1,445 shares, equal to 0.16% of portfolio, with an estimated market value of $455K.

What does the chart on this VV ownership page compare?

The chart compares Beacon Wealthcare LLC's quarterly VV 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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