Beacon Capital Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1921487
FRANKLIN, TN
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$395,237
+$15,793 QoQ
Shares Held
1,509
+2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $395,237 | 1,509 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $379,444 | 1,471 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $320,138 | 1,259 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $255,464 | 1,078 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $293,153 | 1,322 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $320,293 | 1,333 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $356,763 | 1,504 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $271,241 | 1,244 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $262,418 | 1,148 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $245,968 | 1,153 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $225,370 | 1,192 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $237,074 | 1,192 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $225,574 | 1,190 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $221,347 | 1,206 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $200,134 | 1,171 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $196,890 | 1,118 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $237,595 | 1,118 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||