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Beacon Capital Management LLC (Tennessee)’s Vanguard S&P 500 ETF VOO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		$4.2M Sell
7,034
-940
-12% -$588K 0.74% 15
2025
Q4 		$5M Buy
7,974
+284
+4% +$176K 0.78% 14
2025
Q3 		$4.71M Sell
7,690
-824
-10% -$486K 0.67% 22
2025
Q2 		$4.84M Sell
8,514
-636
-7% -$334K 0.65% 19
2025
Q1 		$4.7M Sell
9,150
-1,344
-13% -$727K 0.64% 18
2024
Q4 		$5.65M Buy
10,494
+200
+2% +$108K 0.74% 19
2024
Q3 		$5.43M Sell
10,294
-194
-2% -$98.6K 0.77% 16
2024
Q2 		$5.25M Buy
10,488
+362
+4% +$174K 0.97% 13
2024
Q1 		$4.87M Sell
10,126
-443
-4% -$203K 1% 13
2023
Q4 		$4.15M Buy
10,569
+622
+6% +$255K 1.17% 12
2023
Q3 		$4.05M Hold
9,947
– – 1.07% 12
2023
Q2 		$4.05M Buy
9,947
+1,570
+19% +$606K 1.07% 12
2023
Q1 		$3.15M Sell
8,377
-17
-0.2% -$6.23K 0.92% 14
2022
Q4 		$2.95M Buy
8,394
+1,417
+20% +$501K 1% 11
2022
Q3 		$2.42M Buy
6,977
+341
+5% +$125K 0.81% 16
2022
Q2 		$2.75M Sell
6,636
-75
-1% -$28.3K 0.68% 16
2022
Q1 		$2.79M Buy
+6,711
New +$2.75M 0.66% 16

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VOO Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q1 2026, selling an estimated $588K and leaving 7,034 shares worth $4.2M. The position accounts for 0.74% of the portfolio, ranked #15.

Beacon Capital Management LLC (Tennessee) first reported a position in VOO in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.65M in Q4 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) held 7,034 shares of Vanguard S&P 500 ETF worth $4.2M as of Q1 2026.
  • Beacon Capital Management LLC (Tennessee) sold 940 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $588K.
  • Vanguard S&P 500 ETF made up 0.74% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #15 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Vanguard S&P 500 ETF position peaked at $5.65M in Q4 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.