Beacon Bridge Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Beacon Bridge Wealth Partners’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	$12.7M	Sell	18,555 -343	-2%	-$229K	3.63%	6
2026 Q1	$11.3M	Sell	18,898 -261	-1%	-$163K	3.78%	6
2025 Q4	$12M	Sell	19,159 -304	-2%	-$189K	3.99%	6
2025 Q3	$11.9M	Buy	19,463 +55	+0.3%	+$32.4K	4.24%	6
2025 Q2	$11M	Sell	19,408 -310	-2%	-$163K	4.38%	6
2025 Q1	$10.1M	Sell	19,718 -34	-0.2%	-$18.4K	4.32%	7
2024 Q4	$10.6M	Sell	19,752 -135	-0.7%	-$73.1K	4.52%	4
2024 Q3	$10.5M	Sell	19,887 -614	-3%	-$312K	4.51%	5
2024 Q2	$10.3M	Sell	20,501 -210	-1%	-$101K	4.7%	4
2024 Q1	$9.96M	Sell	20,711 -654	-3%	-$299K	4.7%	5
2023 Q4	$9.33M	Sell	21,365 -979	-4%	-$401K	4.66%	4
2023 Q3	$8.77M	Buy	22,344 +15	+0.1%	+$6.13K	4.63%	3
2023 Q2	$9.09M	Sell	22,329 -276	-1%	-$106K	4.65%	6
2023 Q1	$8.5M	Buy	22,605 +900	+4%	+$330K	5.1%	4
2022 Q4	$7.63M	Buy	+21,705	New	+$7.67M	5.54%	5

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Beacon Bridge Wealth Partners's VOO Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q2 2026, selling an estimated $229K and leaving 18,555 shares worth $12.7M. The position accounts for 3.63% of the portfolio, ranked #6.

Beacon Bridge Wealth Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Beacon Bridge Wealth Partners held 18,555 shares of Vanguard S&P 500 ETF worth $12.7M as of Q2 2026.
Beacon Bridge Wealth Partners sold 343 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $229K.
Vanguard S&P 500 ETF made up 3.63% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #6 holding.
Beacon Bridge Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.