SEC 13F Intelligence

Beacon Wealthcare LLC / VTI

Beacon Wealthcare LLC’s Vanguard Index Fds Position

Does Beacon Wealthcare LLC own Vanguard Index Fds (VTI)? Yes449.6K shares worth $166M (+53.31% of its 13F portfolio) as of Q2 2026, down from 451.7K shares the prior filed quarter.

Position Value
$166M
Q2 2026
Shares
449.6K
% of Portfolio
+53.31%
Quarters Held
22
currently held

Position History VTI

Reported value by quarter
Q1 ’21: $95MQ1 ’21Q2 ’21: $103MQ3 ’21: $106MQ4 ’21: $115MQ4 ’21Q1 ’22: $106MQ2 ’22: $87MQ3 ’22: $83MQ3 ’22Q4 ’22: $88MQ1 ’23: $94MQ2 ’23: $100MQ2 ’23Q3 ’23: $95MQ4 ’23: $106MQ1 ’24: $116MQ1 ’24Q2 ’24: $121MQ3 ’24: $130MQ4 ’24: $132MQ4 ’24Q1 ’25: $127MQ2 ’25: $141MQ3 ’25: $154MQ3 ’25Q4 ’25: $156MQ1 ’26: $145MQ2 ’26: $166MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026449.6K$166M+53.31%
Q1 2026451.7K$145M+51.10%
Q4 2025465.4K$156M+53.58%
Q3 2025470.0K$154M+54.19%
Q2 2025465.0K$141M+53.30%
Q1 2025462.8K$127M+51.74%
Q4 2024456.5K$132M+53.66%
Q3 2024457.6K$130M+52.28%
Q2 2024453.5K$121M+52.89%
Q1 2024446.8K$116M+52.96%
Q4 2023446.7K$106M+50.98%
Q3 2023445.1K$95M+49.96%
Q2 2023454.0K$100M+51.01%
Q1 2023463.0K$94M+49.39%
Q4 2022459.3K$88M+49.32%
Q3 2022460.4K$83M+48.65%
Q2 2022462.9K$87M+48.27%
Q1 2022465.0K$106M+52.17%
Q4 2021476.7K$115M+52.35%
Q3 2021476.6K$106M+51.11%
Q2 2021461.4K$103M+50.90%
Q1 2021458.3K$95M+50.59%

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 VTI.