Beacon Financial Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Beacon Financial Advisory’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	$1.26M	Sell	1,841 -99	-5%	-$66K	0.25%	101
2026 Q1	$1.16M	Buy	1,940 +76	+4%	+$47.5K	0.26%	96
2025 Q4	$1.17M	Sell	1,864 -114	-6%	-$70.8K	0.27%	91
2025 Q3	$1.21M	Buy	1,978 +2	+0.1%	+$1.18K	0.28%	93
2025 Q2	$1.12M	Sell	1,976 -370	-16%	-$194K	0.29%	91
2025 Q1	$1.21M	Sell	2,346 -354	-13%	-$191K	0.37%	69
2024 Q4	$1.46M	Buy	2,700 +109	+4%	+$59K	0.47%	48
2024 Q3	$1.37M	Sell	2,591 -556	-18%	-$283K	0.46%	49
2024 Q2	$1.57M	Buy	3,147 +296	+10%	+$142K	0.59%	33
2024 Q1	$1.37M	Sell	2,851 -64	-2%	-$29.3K	0.67%	28
2023 Q4	$1.27M	Sell	2,915 -85	-3%	-$34.8K	0.61%	37
2023 Q3	$1.18M	Buy	3,000 +204	+7%	+$83.4K	0.65%	39
2023 Q2	$1.14M	Hold	2,796	–	–	0.65%	38
2023 Q1	$1.05M	Sell	2,796 -1,015	-27%	-$372K	0.67%	42
2022 Q4	$1.34M	Sell	3,811 -443	-10%	-$156K	0.96%	22
2022 Q3	$1.4M	Sell	4,254 -405	-9%	-$148K	1%	25
2022 Q2	$1.62M	Buy	4,659 +419	+10%	+$158K	0.92%	26
2022 Q1	$1.76M	Buy	4,240 +256	+6%	+$105K	0.84%	28
2021 Q4	$1.74M	Buy	3,984 +2	+0.1%	+$844	0.8%	29
2021 Q3	$1.57M	Buy	3,982 +44	+1%	+$17.9K	0.82%	30
2021 Q2	$1.55M	Buy	3,938 +86	+2%	+$33K	0.83%	28
2021 Q1	$1.4M	Buy	3,852 +2,231	+138%	+$791K	0.8%	27
2020 Q4	$557K	Buy	1,621 +731	+82%	+$238K	0.36%	86
2020 Q3	$273K	Hold	890	–	–	0.24%	135
2020 Q2	$252K	Buy	+890	New	+$240K	0.27%	117
2020 Q1	–	Sell	-699	Closed	-$206K	–	166
2019 Q4	$206K	Buy	+699	New	+$198K	0.18%	151

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 Financial Advisory's VOO Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 5.1% in Q2 2026, selling an estimated $66K and leaving 1,841 shares worth $1.26M. The position accounts for 0.25% of the portfolio, ranked #101.

Beacon Financial Advisory first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.76M in Q1 2022. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Beacon Financial Advisory held 1,841 shares of Vanguard S&P 500 ETF worth $1.26M as of Q2 2026.
Beacon Financial Advisory sold 99 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $66K.
Vanguard S&P 500 ETF made up 0.25% of Beacon Financial Advisory's portfolio in Q2 2026, its #101 holding.
Beacon Financial Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
Beacon Financial Advisory's Vanguard S&P 500 ETF position peaked at $1.76M in Q1 2022.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.