BFG
VOO icon

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

Beacon Financial Group’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 		$1.15M Buy
1,673
+111
+7% +$74K 0.1% 168
2026
Q1 		$934K Buy
1,562
+115
+8% +$71.9K 0.09% 172
2025
Q4 		$907K Buy
1,447
+96
+7% +$59.7K 0.09% 175
2025
Q3 		$827K Buy
+1,351
New +$796K 0.08% 185

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Beacon Financial Group's VOO Position: Q2 2026 in Review

Beacon Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 7.1% in Q2 2026, buying an estimated $74K and bringing the position to 1,673 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #168.

Beacon Financial Group first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Beacon Financial Group held 1,673 shares of Vanguard S&P 500 ETF worth $1.15M as of Q2 2026.
  • Beacon Financial Group bought 111 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $74K.
  • Vanguard S&P 500 ETF made up 0.1% of Beacon Financial Group's portfolio in Q2 2026, its #168 holding.
  • Beacon Financial Group first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.