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

Beacon Wealthcare LLC’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	$1.24M	Hold	1,799	–	–	0.4%	12
2026 Q1	$1.07M	Hold	1,799	–	–	0.38%	12
2025 Q4	$1.13M	Hold	1,799	–	–	0.39%	11
2025 Q3	$1.1M	Sell	1,799 -92	-5%	-$54.2K	0.39%	11
2025 Q2	$1.07M	Buy	1,891 +1,305	+223%	+$686K	0.41%	10
2025 Q1	$301K	Buy	586 +33	+6%	+$17.8K	0.12%	17
2024 Q4	$298K	Sell	553 -663	-55%	-$359K	0.12%	17
2024 Q3	$642K	Buy	1,216 +468	+63%	+$238K	0.26%	13
2024 Q2	$374K	Sell	748 -168	-18%	-$80.8K	0.16%	16
2024 Q1	$440K	Sell	916 -160	-15%	-$73.2K	0.2%	16
2023 Q4	$470K	Buy	1,076 +108	+11%	+$44.2K	0.23%	14
2023 Q3	$380K	Buy	968 +371	+62%	+$152K	0.2%	14
2023 Q2	$243K	Hold	597	–	–	0.12%	15
2023 Q1	$225K	Hold	597	–	–	0.12%	14
2022 Q4	$210K	Buy	+597	New	+$211K	0.12%	15
2022 Q2	–	Sell	-576	Closed	-$239K	–	12
2022 Q1	$239K	Hold	576	–	–	0.12%	12
2021 Q4	$251K	Hold	576	–	–	0.11%	12
2021 Q3	$227K	Hold	576	–	–	0.11%	11
2021 Q2	$227K	Hold	576	–	–	0.11%	12
2021 Q1	$210K	Buy	+576	New	+$204K	0.11%	11

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Beacon Wealthcare LLC's VOO Position: Q2 2026 in Review

Beacon Wealthcare LLC held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,799 shares worth $1.24M. The position accounts for 0.4% of the portfolio, ranked #12.

Beacon Wealthcare LLC first reported a position in VOO in Q1 2021 and has held it in 20 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Beacon Wealthcare LLC held 1,799 shares of Vanguard S&P 500 ETF worth $1.24M as of Q2 2026.
Beacon Wealthcare LLC left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.4% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #12 holding.
Beacon Wealthcare LLC first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 20 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.