Beacon Financial Strategies CORP
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2084239
RALEIGH, NC
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$10,493,039
-$163,133 QoQ
Shares Held
40,062
-3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
21.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,493,039 | 40,062 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,656,172 | 41,311 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $10,484,981 | 41,234 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $9,489,390 | 40,043 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $8,858,025 | 39,946 | Shares | Sole | 2025-09-25 | |
| 2024-12-31 | $9,665,743 | 40,227 | Shares | Sole | 2025-09-25 | |
| 2024-09-30 | $9,245,734 | 38,977 | Shares | Sole | 2025-09-25 | |
| 2024-06-30 | $8,621,083 | 39,539 | Shares | Sole | 2025-09-25 | |
| 2024-03-31 | $9,222,692 | 40,346 | Shares | Sole | 2025-09-25 | |
| 2023-12-31 | $8,440,401 | 39,565 | Shares | Sole | 2025-09-25 | |
| 2023-09-30 | $7,288,270 | 38,548 | Shares | Sole | 2025-09-25 | |
| 2023-06-30 | $7,868,088 | 39,560 | Shares | Sole | 2025-09-25 | |
| 2023-03-31 | $7,397,579 | 39,025 | Shares | Sole | 2025-09-25 | |
| 2022-12-31 | $7,033,803 | 38,323 | Shares | Sole | 2025-09-25 | |
| 2022-09-30 | $6,448,263 | 37,729 | Shares | Sole | 2025-09-25 | |
| 2022-06-30 | $6,484,546 | 36,821 | Shares | Sole | 2025-09-25 | |
| 2022-03-31 | $7,235,243 | 34,045 | Shares | Sole | 2025-09-25 | |
| 2021-12-31 | $7,277,295 | 32,199 | Shares | Sole | 2025-09-25 | |
| 2021-09-30 | $6,844,152 | 31,299 | Shares | Sole | 2025-09-25 | |
| 2021-06-30 | $7,631,360 | 33,875 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||