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

Beacon Bridge Wealth Partners’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.74M	Sell	7,946 -104	-1%	-$22.4K	0.5%	50
2026 Q1	$1.64M	Sell	8,050 -127	-2%	-$26.6K	0.55%	47
2025 Q4	$1.68M	Hold	8,177	–	–	0.56%	46
2025 Q3	$1.63M	Sell	8,177 -551	-6%	-$107K	0.58%	39
2025 Q2	$1.65M	Sell	8,728 -89	-1%	-$16K	0.65%	36
2025 Q1	$1.62M	Hold	8,817	–	–	0.69%	38
2024 Q4	$1.63M	Sell	8,817 -189	-2%	-$36.3K	0.69%	37
2024 Q3	$1.72M	Sell	9,006 -358	-4%	-$65.7K	0.74%	36
2024 Q2	$1.65M	Sell	9,364 -129	-1%	-$22.7K	0.76%	36
2024 Q1	$1.71M	Sell	9,493 -387	-4%	-$66.5K	0.81%	35
2023 Q4	$1.66M	Sell	9,880 -4,312	-30%	-$670K	0.83%	31
2023 Q3	$2.11M	Buy	14,192 +1,644	+13%	+$257K	1.11%	27
2023 Q2	$1.95M	Buy	12,548 +5,658	+82%	+$842K	1%	25
2023 Q1	$1.01M	Buy	6,890 +5,151	+296%	+$752K	0.61%	30
2022 Q4	$244K	Buy	+1,739	New	+$240K	0.18%	80

Other funds holding VOOV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Beacon Bridge Wealth Partners reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 1.3% in Q2 2026, selling an estimated $22.4K and leaving 7,946 shares worth $1.74M. The position accounts for 0.5% of the portfolio, ranked #50.

Beacon Bridge Wealth Partners first reported a position in VOOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q3 2023. 395 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Beacon Bridge Wealth Partners held 7,946 shares of Vanguard S&P 500 Value ETF worth $1.74M as of Q2 2026.
Beacon Bridge Wealth Partners sold 104 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $22.4K.
Vanguard S&P 500 Value ETF made up 0.5% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #50 holding.
Beacon Bridge Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's Vanguard S&P 500 Value ETF position peaked at $2.11M in Q3 2023.
395 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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