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

Beacon Investment Advisory Services’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Hold
1,332
– – ﹤0.01% 325
2026
Q1 		$90.5K Buy
+1,332
New +$96.3K ﹤0.01% 345

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Beacon Investment Advisory Services held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 1,332 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Beacon Investment Advisory Services first reported a position in VOOG in Q1 2026 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Beacon Investment Advisory Services held 1,332 shares of Vanguard S&P 500 Growth ETF worth $110K as of Q2 2026.
  • Beacon Investment Advisory Services left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #325 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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