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

Beacon Financial Advisory’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,850
Closed -$211K – 421
2025
Q4 		$211K Sell
2,850
-18
-0.6% -$1.32K 0.05% 359
2025
Q3 		$208K Buy
+2,868
New +$198K 0.05% 360

Other funds holding VOOG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Beacon Financial Advisory's VOOG Position: Q1 2026 in Review

Beacon Financial Advisory sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 2,850 shares — an estimated $211K sold.

Beacon Financial Advisory first reported a position in VOOG in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 684 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Beacon Financial Advisory reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,850 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $211K.
  • Beacon Financial Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's Vanguard S&P 500 Growth ETF position peaked at $211K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.