Beacon Investment Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Beacon Investment Advisory Services’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	$21M	Buy	30,562 +5,006	+20%	+$3.34M	0.78%	37
2026 Q1	$15.3M	Buy	25,556 +6,603	+35%	+$4.13M	0.63%	48
2025 Q4	$11.9M	Buy	18,953 +4,757	+34%	+$2.96M	0.49%	54
2025 Q3	$8.69M	Buy	14,196 +789	+6%	+$465K	0.37%	67
2025 Q2	$7.62M	Buy	+13,407	New	+$7.05M	0.34%	71
2025 Q1	–	Sell	-429	Closed	-$231K	–	255
2024 Q4	$231K	Buy	429 +37	+9%	+$20K	0.01%	230
2024 Q3	$207K	Buy	+392	New	+$199K	0.01%	246
2023 Q4	–	Sell	-992	Closed	-$389K	–	284
2023 Q3	$389K	Buy	992 +486	+96%	+$199K	0.02%	212
2023 Q2	$206K	Buy	+506	New	+$195K	0.01%	269
2023 Q1	–	Sell	-1,768	Closed	-$621K	–	290
2022 Q4	$621K	Buy	+1,768	New	+$625K	0.03%	168

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Beacon Investment Advisory Services's VOO Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2026, buying an estimated $3.34M and bringing the position to 30,562 shares worth $21M. The position accounts for 0.78% of the portfolio, ranked #37.

Beacon Investment Advisory Services first reported a position in VOO in Q4 2022 and has held it in 10 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Beacon Investment Advisory Services held 30,562 shares of Vanguard S&P 500 ETF worth $21M as of Q2 2026.
Beacon Investment Advisory Services bought 5,006 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.34M.
Vanguard S&P 500 ETF made up 0.78% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #37 holding.
Beacon Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.