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Vanguard Total Stock Market ETF shares owned by Beacon Financial

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.6M 33k 289.81
2024-09-30 $9.4M 33k 283.16
2024-06-30 $8.9M 33k 267.51
2024-03-31 $8.6M 33k 259.90
2023-12-31 $8.1M 34k 237.22
2023-09-30 $5.6M 25k 223.93
2023-06-30 $5.6M 26k 218.02
2023-03-31 $5.1M 25k 203.66
2022-12-31 $4.9M 25k 192.20
2022-09-30 $4.7M 26k 181.93
2022-06-30 $5.7M 30k 193.44
2022-03-31 $6.6M 29k 230.68
2021-12-31 $4.1M 21k 199.69
2021-09-30 $5.9M 26k 224.49
2021-06-30 $5.0M 22k 223.04
2021-03-31 $4.1M 21k 199.69
2020-12-31 $4.1M 21k 199.69
2020-09-30 $3.2M 19k 170.33
2020-06-30 $2.6M 17k 154.23
2020-03-31 $1.4M 11k 130.80
2019-12-31 $1.3M 7.9k 163.57
2019-09-30 $1.1M 7.6k 150.26
2019-06-30 $874k 5.8k 150.02
2019-03-31 $827k 5.7k 144.68
2018-12-31 $712k 5.6k 126.47
2018-09-30 $395k 2.6k 149.62
2018-06-30 $371k 2.6k 140.53
2018-03-31 $346k 2.6k 135.69
2017-12-31 $409k 3.0k 137.39
2017-09-30 $386k 3.0k 129.66
2017-06-30 $317k 2.6k 124.31
2017-03-31 $309k 2.6k 121.18
2016-12-31 $294k 2.6k 115.29
2016-09-30 $204k 1.6k 128.54
2013-12-31 $487k 5.1k 95.53

More positions owned by Beacon Financial

Apple (AAPL)
Qualcomm (QCOM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Int Dividend Etf
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Beacon Financial

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Bank of America Corporation
LPL Financial
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Life Planning Partners
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF