Beacon Wealthcare LLC
VOO icon

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
Q3 		$1.6M Buy
2,287
+488
+27% +$341K 0.51% 12
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
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Beacon Wealthcare LLC's VOO Position: Q3 2026 in Review

Beacon Wealthcare LLC increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q3 2026, buying an estimated $341K and bringing the position to 2,287 shares worth $1.6M. The position accounts for 0.51% of the portfolio, ranked #12.

Beacon Wealthcare LLC first reported a position in VOO in Q1 2021 and has held it in 21 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Beacon Wealthcare LLC held 2,287 shares of Vanguard S&P 500 ETF worth $1.6M as of Q3 2026.
  • Beacon Wealthcare LLC bought 488 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $341K.
  • Vanguard S&P 500 ETF made up 0.51% of Beacon Wealthcare LLC's portfolio in Q3 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 21 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.