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

Beacon Financial Strategies’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 		$237K Buy
345
+147
+74% +$98K 0.12% 42
2026
Q1 		$119K Hold
198
– – 0.07% 51
2025
Q4 		$124K Buy
+198
New +$123K 0.07% 51

Other funds holding VOO

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

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

Beacon Financial Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 74% in Q2 2026, buying an estimated $98K and bringing the position to 345 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #42.

Beacon Financial Strategies first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Beacon Financial Strategies held 345 shares of Vanguard S&P 500 ETF worth $237K as of Q2 2026.
  • Beacon Financial Strategies bought 147 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $98K.
  • Vanguard S&P 500 ETF made up 0.12% of Beacon Financial Strategies's portfolio in Q2 2026, its #42 holding.
  • Beacon Financial Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.