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

Beacon Financial Planning’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.91M	Buy	17,824 +635	+4%	+$137K	1.33%	20
2026 Q1	$3.5M	Buy	17,189 +6,271	+57%	+$1.31M	1.36%	21
2025 Q4	$2.24M	Buy	10,918 +1,346	+14%	+$273K	1.08%	21
2025 Q3	$1.91M	Buy	9,572 +68	+0.7%	+$13.2K	0.99%	21
2025 Q2	$1.79M	Buy	9,504 +348	+4%	+$62.7K	1%	20
2025 Q1	$1.69M	Buy	9,156 +3,857	+73%	+$722K	0.97%	19
2024 Q4	$978K	Buy	5,299 +3,267	+161%	+$627K	0.57%	26
2024 Q3	$388K	Buy	+2,032	New	+$373K	0.24%	34

Other funds holding VOOV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beacon Financial Planning's VOOV Position: Q2 2026 in Review

Beacon Financial Planning increased its Vanguard S&P 500 Value ETF (VOOV) stake by 3.7% in Q2 2026, buying an estimated $137K and bringing the position to 17,824 shares worth $3.91M. The position accounts for 1.33% of the portfolio, ranked #20.

Beacon Financial Planning first reported a position in VOOV in Q3 2024 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Beacon Financial Planning held 17,824 shares of Vanguard S&P 500 Value ETF worth $3.91M as of Q2 2026.
Beacon Financial Planning bought 635 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $137K.
Vanguard S&P 500 Value ETF made up 1.33% of Beacon Financial Planning's portfolio in Q2 2026, its #20 holding.
Beacon Financial Planning first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.