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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Beacon Financial Planning's VOO Position: Q1 2026 in Review

Beacon Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 93% in Q1 2026, buying an estimated $595K and bringing the position to 1,978 shares worth $1.18M. The position accounts for 0.46% of the portfolio, ranked #33.

Beacon Financial Planning first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Beacon Financial Planning held 1,978 shares of Vanguard S&P 500 ETF worth $1.18M as of Q1 2026.
Beacon Financial Planning bought 951 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $595K.
Vanguard S&P 500 ETF made up 0.46% of Beacon Financial Planning's portfolio in Q1 2026, its #33 holding.
Beacon Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.