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Beacon Wealthcare Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Beacon Wealthcare Inc’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
2020
Q2 		– Sell
-576
Closed -$136K – 11
2020
Q1 		$136K Buy
+576
New +$161K 0.1% 11
2019
Q1 		– Sell
-1,158
Closed -$266K – 11
2018
Q4 		$266K Buy
+1,158
New +$287K 0.18% 9

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Beacon Wealthcare Inc's VOO Position: Q2 2020 in Review

Beacon Wealthcare Inc sold out of Vanguard S&P 500 ETF (VOO) in Q2 2020, closing a stake of 576 shares — an estimated $136K sold.

Beacon Wealthcare Inc first reported a position in VOO in Q4 2018 and held it in 2 quarters. The position peaked at $266K in Q4 2018. 1,425 funds tracked by Wall St. Rank hold VOO as of Q2 2020.

  • Beacon Wealthcare Inc reported no remaining Vanguard S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • Beacon Wealthcare Inc sold 576 Vanguard S&P 500 ETF shares in Q2 2020, an estimated $136K.
  • Beacon Wealthcare Inc first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 2 quarters.
  • Beacon Wealthcare Inc's Vanguard S&P 500 ETF position peaked at $266K in Q4 2018.
  • 1,425 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2020.

Based on Beacon Wealthcare Inc's 13F filing for Q2 2020, filed 2 Jul 2020.