BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1654599
MORRISTOWN, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$453,907
-$10,145 QoQ
Shares Held
1,733
-3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $453,907 | 1,733 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $464,052 | 1,799 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $440,667 | 1,733 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $410,686 | 1,733 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $406,467 | 1,833 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $416,405 | 1,733 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $411,084 | 1,733 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $325,097 | 1,491 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $338,998 | 1,483 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $316,368 | 1,483 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $353,371 | 1,869 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $390,222 | 1,962 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $355,614 | 1,876 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $274,025 | 1,493 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $255,168 | 1,493 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $280,543 | 1,593 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $297,315 | 1,399 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $251,097 | 1,111 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $240,318 | 1,099 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $247,582 | 1,099 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||