VTI — Vanguard Ttl Stk

Ownership history in Beacon Wealthcare LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Beacon Wealthcare LLC reported a position in Vanguard Ttl Stk (VTI). 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
54.19% (2025 Q3)
Avg. % of fund
51.46%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 465,364 -4,630 -1.0% 53.58% $156.0M $335.27
2025 Q3 ADDED 469,994 +5,002 +1.1% 54.19% $154.2M $327.24
2025 Q2 ADDED 464,992 +2,144 +0.5% 53.30% $141.3M $302.23
2025 Q1 ADDED 462,848 +6,393 +1.4% 51.74% $127.2M $272.48
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTI price (monthly, adj. close)

Other funds also holding VTI

As of 2025 Q4 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 71.74% AEGON USA Investment Management, LLC 3Y 7Y 67.38% Symetra Investment Management Co 3Y 67.15% Rainwater Charitable Foundation 3Y 7Y 60.55% Gibson Capital, LLC 3Y 7Y 52.94% Rakuten Investment Management, Inc. 52.31% Capitol Family Office, Inc. 3Y 50.87% KMT WEALTH MANAGEMENT, LLC 50.79% Avalon Advisory Group 3Y 50.75% Briggs Wealth Management, Inc 48.84%
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