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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
Q2 		$4.44M Sell
6,467
-567
-8% -$378K 0.65% 26
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VOO Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Vanguard S&P 500 ETF (VOO) stake by 8.1% in Q2 2026, selling an estimated $378K and leaving 6,467 shares worth $4.44M. The position accounts for 0.65% of the portfolio, ranked #26.

Beacon Capital Management LLC (Tennessee) first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.65M in Q4 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 6,467 shares of Vanguard S&P 500 ETF worth $4.44M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 567 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $378K.
  • Vanguard S&P 500 ETF made up 0.65% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #26 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Vanguard S&P 500 ETF position peaked at $5.65M in Q4 2024.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.