SEC 13F Intelligence

Beacon Wealthcare LLC / VTEB

Beacon Wealthcare LLC’s Vanguard Mun Bd Fds Position

Does Beacon Wealthcare LLC own Vanguard Mun Bd Fds (VTEB)? Yes180.4K shares worth $9M (+2.92% of its 13F portfolio) as of Q2 2026, up from 163.2K shares the prior filed quarter.

Position Value
$9M
Q2 2026
Shares
180.4K
% of Portfolio
+2.92%
Quarters Held
15
currently held

Position History VTEB

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $8MQ4 ’25Q1 ’26: $8MQ2 ’26: $9MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026180.4K$9M+2.92%
Q1 2026163.2K$8M+2.87%
Q4 2025154.6K$8M+2.67%
Q3 2025149.6K$7M+2.63%
Q2 2025142.2K$7M+2.63%
Q1 2025134.4K$7M+2.71%
Q4 2024138.0K$7M+2.81%
Q3 2024128.0K$7M+2.64%
Q2 2024113.0K$6M+2.47%
Q1 2024105.1K$5M+2.43%
Q4 202399.9K$5M+2.45%
Q3 202369.8K$3M+1.77%
Q2 202356.0K$3M+1.43%
Q1 202348.4K$2M+1.28%
Q4 202242.1K$2M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Wealthcare LLC’s full portfolio or all institutional holders of VTEB.