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

Beacon Financial Planning’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 Q3	$1.36M	Buy	1,942 +4	+0.2%	+$2.79K	0.46%	31
2026 Q2	$1.33M	Sell	1,938 -40	-2%	-$26.7K	0.45%	35
2026 Q1	$1.18M	Buy	1,978 +951	+93%	+$595K	0.46%	33
2025 Q4	$644K	Sell	1,027 -29	-3%	-$18K	0.31%	37
2025 Q3	$646K	Sell	1,056 -56	-5%	-$33K	0.33%	36
2025 Q2	$632K	Hold	1,112	–	–	0.35%	36
2025 Q1	$571K	Buy	1,112 +2	+0.2%	+$1.08K	0.33%	37
2024 Q4	$598K	Sell	1,110 -58	-5%	-$31.4K	0.35%	33
2024 Q3	$616K	Buy	1,168 +41	+4%	+$20.8K	0.38%	26
2024 Q2	$564K	Sell	1,127 -148	-12%	-$71.2K	0.38%	24
2024 Q1	$613K	Sell	1,275 -136	-10%	-$62.2K	0.43%	24
2023 Q4	$616K	Sell	1,411 -41	-3%	-$16.8K	0.48%	17
2023 Q3	$570K	Buy	1,452 +6	+0.4%	+$2.45K	0.49%	17
2023 Q2	$589K	Hold	1,446	–	–	0.5%	16
2023 Q1	$544K	Buy	1,446 +6	+0.4%	+$2.2K	0.51%	14
2022 Q4	$506K	Buy	+1,440	New	+$509K	0.52%	15

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Beacon Financial Planning's VOO Position: Q3 2026 in Review

Beacon Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 0.21% in Q3 2026, buying an estimated $2.79K and bringing the position to 1,942 shares worth $1.36M. The position accounts for 0.46% of the portfolio, ranked #31.

Beacon Financial Planning first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Beacon Financial Planning held 1,942 shares of Vanguard S&P 500 ETF worth $1.36M as of Q3 2026.
Beacon Financial Planning bought 4 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.79K.
Vanguard S&P 500 ETF made up 0.46% of Beacon Financial Planning's portfolio in Q3 2026, its #31 holding.
Beacon Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.