BEACON HILL WEALTH MANAGEMENT LTD.’s Vanguard S&P 500 ETF VOO Stock Holding History

BEACON HILL WEALTH MANAGEMENT LTD.’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Buy	+582	New	+$388K	0.28%	20

Other funds holding VOO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

BEACON HILL WEALTH MANAGEMENT LTD.'s VOO Position: Q2 2026 in Review

BEACON HILL WEALTH MANAGEMENT LTD. opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 582 shares worth $400K. The stake represents 0.28% of the portfolio and ranks #20 among its holdings.

3,322 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

BEACON HILL WEALTH MANAGEMENT LTD. held 582 shares of Vanguard S&P 500 ETF worth $400K as of Q2 2026.
Vanguard S&P 500 ETF was a new BEACON HILL WEALTH MANAGEMENT LTD. position in Q2 2026.
Vanguard S&P 500 ETF made up 0.28% of BEACON HILL WEALTH MANAGEMENT LTD.'s portfolio in Q2 2026, its #20 holding.
3,322 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on BEACON HILL WEALTH MANAGEMENT LTD.'s 13F filing for Q2 2026, filed 11 Aug 2026.