Beirne Wealth Consulting Services, LLC VB holdings history
VANGUARD MOST SM-CAP ETF-USD · CUSIP 922908751 · CIK 1697303
As of 2026-06-30, Beirne Wealth Consulting Services, LLC reported 47.05K VB (shares), valued at $14.26M, or 2.84% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 0.29%; reported value increased 16.07%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.84% | 47,050 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 3.48% | 46,912 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 2.94% | 39,384 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 2.47% | 40,417 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 3.11% | 40,285 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 2.56% | 32,400 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 2.80% | 32,267 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 2.68% | 32,052 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 2.26% | 25,574 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 2.48% | 25,574 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.38% | 3,630 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 0.38% | 3,630 | $774.58K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 2.48% | 25,574 | $5.85M | Shares increased 604.52%; reported value increased 654.75%, and weight changed +2.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 2.26% | 25,574 | $5.60M | Shares unchanged; reported value decreased 4.24%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 2.68% | 32,052 | $7.63M | Shares increased 25.33%; reported value increased 36.23%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 2.80% | 32,267 | $7.75M | Shares increased 0.67%; reported value increased 1.67%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.56% | 32,400 | $7.19M | Shares increased 0.41%; reported value decreased 7.33%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 3.11% | 40,285 | $9.58M | Shares increased 24.34%; reported value increased 33.32%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 2.47% | 40,417 | $10.31M | Shares increased 0.33%; reported value increased 7.64%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 2.94% | 39,384 | $10.16M | Shares decreased 2.56%; reported value decreased 1.46%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 3.48% | 46,912 | $12.29M | Shares increased 19.11%; reported value increased 20.95%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 2.84% | 47,050 | $14.26M | Shares increased 0.29%; reported value increased 16.07%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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