Beacon Investment Advisory Services, Inc. Vanguard Total Stock Market Et Transaction History

Beacon Investment Advisory Services, Inc.

  • $2.25 Billion
  • Q2 2025

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 522,564 shares of VTI stock, worth $163 Million. This represents 7.05% of its overall portfolio holdings.

Number of Shares
522,564
Previous 462,156 13.07%
Holding current value
$163 Million
Previous $127 Million 25.04%
% of portfolio
7.05%
Previous 5.98%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$243.75 - $303.93 $14.7 Million - $18.4 Million
60,408 Added 13.07%
522,564 $159 Million
Q1 2025

May 06, 2025
BUY
$271.18 - $303.12 $2.46 Million - $2.75 Million
9,070 Added 2.0%
462,156 $127 Million
Q4 2024

Jan 17, 2025
SELL
$280.04 - $302.45 $8.08 Million - $8.72 Million
-28,836 Reduced 5.98%
453,086 $131 Million
Q3 2024

Nov 14, 2024
SELL
$255.18 - $283.2 $872,715 - $968,544
-3,420 Reduced 0.7%
481,922 $136 Million
Q2 2024

Aug 14, 2024
BUY
$245.23 - $269.4 $367,109 - $403,291
1,497 Added 0.31%
485,342 $130 Million
Q1 2024

May 09, 2024
SELL
$232.77 - $260.14 $3.04 Million - $3.39 Million
-13,039 Reduced 2.62%
483,845 $126 Million
Q4 2023

Feb 12, 2024
BUY
$203.12 - $238.25 $4,468 - $5,241
22 Added 0.0%
496,884 $118 Million
Q3 2023

Oct 31, 2023
SELL
$211.41 - $228.35 $214,581 - $231,775
-1,015 Reduced 0.2%
496,862 $106 Million
Q2 2023

Jul 21, 2023
BUY
$200.75 - $220.28 $1.04 Million - $1.14 Million
5,197 Added 1.05%
497,877 $110 Million
Q1 2023

May 04, 2023
SELL
$189.85 - $210.01 $2.45 Million - $2.71 Million
-12,889 Reduced 2.55%
492,680 $101 Million
Q4 2022

Jan 13, 2023
BUY
$179.3 - $204.18 $583,980 - $665,014
3,257 Added 0.65%
505,569 $0
Q3 2022

Oct 20, 2022
BUY
$179.47 - $216.24 $1.15 Million - $1.39 Million
6,407 Added 1.29%
502,312 $90.2 Million
Q2 2022

Jul 21, 2022
BUY
$183.02 - $230.52 $203,518 - $256,338
1,112 Added 0.22%
495,905 $93.5 Million
Q1 2022

May 12, 2022
BUY
$209.9 - $242.97 $130,347 - $150,884
621 Added 0.13%
494,793 $113 Million
Q4 2021

Feb 04, 2022
BUY
$221.73 - $242.96 $7.45 Million - $8.17 Million
33,617 Added 7.3%
494,172 $119 Million
Q3 2021

Nov 09, 2021
SELL
$219.23 - $234.37 $867,054 - $926,933
-3,955 Reduced 0.85%
460,555 $102 Million
Q2 2021

Aug 02, 2021
SELL
$209.28 - $222.82 $1.9 Million - $2.02 Million
-9,085 Reduced 1.92%
464,510 $104 Million
Q1 2021

May 21, 2021
SELL
$191.87 - $208.85 $581,366 - $632,815
-3,030 Reduced 0.64%
473,595 $97.9 Million
Q4 2020

Feb 08, 2021
BUY
$166.99 - $194.64 $1.9 Million - $2.21 Million
11,370 Added 2.44%
476,625 $92.8 Million
Q3 2020

Oct 29, 2020
SELL
$157.44 - $181.24 $828,134 - $953,322
-5,260 Reduced 1.12%
465,255 $79.2 Million
Q2 2020

Jul 28, 2020
SELL
$122.96 - $164.1 $1.21 Million - $1.61 Million
-9,820 Reduced 2.04%
470,515 $73.7 Million
Q1 2020

May 05, 2020
BUY
$111.91 - $172.17 $6.11 Million - $9.4 Million
54,569 Added 12.82%
480,335 $61.9 Million
Q4 2019

Jan 31, 2020
SELL
$146.61 - $164.29 $83,421 - $93,481
-569 Reduced 0.13%
425,766 $69.7 Million
Q3 2019

Oct 29, 2019
BUY
$150.3 - $153.62 $128,356 - $131,191
854 Added 0.2%
426,335 $64.4 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-19,305 Reduced 4.34%
425,481 $63.9 Million
Q1 2019

May 15, 2019
BUY
N/A
48,875 Added 12.34%
444,786 $64.4 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-58,123 Reduced 12.8%
395,911 $50.5 Million
Q3 2018

Nov 09, 2018
BUY
N/A
194 Added 0.04%
454,034 $67.9 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-9,965 Reduced 2.15%
453,840 $63.7 Million
Q1 2018

Apr 26, 2018
BUY
N/A
30,122 Added 6.95%
463,805 $62.9 Million
Q4 2017

Feb 02, 2018
SELL
N/A
-296,732 Reduced 40.63%
433,683 $59.5 Million
Q3 2017

Nov 14, 2017
BUY
N/A
730,415
730,415 $94.6 Million

Others Institutions Holding VTI

# of Institutions
3,491
Shares Held
525M
Call Options Held
1.1M
Put Options Held
904K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Beacon Investment Advisory Services, Inc. Portfolio

Follow Beacon Investment Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email