Beam Wealth Advisors
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Beam Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Beam Wealth Advisors’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 		$7.36M Buy
10,495
+124
+1% +$86.6K 1.59% 13
2026
Q2 		$7.12M Buy
+10,371
New +$6.91M 1.57% 13
2024
Q2 		– Sell
-1,963
Closed -$944K – 153
2024
Q1 		$944K Sell
1,963
-2,049
-51% -$938K 0.57% 41
2023
Q4 		$1.75M Buy
4,012
+856
+27% +$350K 1.11% 24
2023
Q3 		$1.24M Buy
3,156
+1,851
+142% +$757K 0.88% 29
2023
Q2 		$531K Buy
1,305
+97
+8% +$37.4K 0.37% 51
2023
Q1 		$454K Buy
1,208
+31
+3% +$11.4K 0.46% 56
2022
Q4 		$414K Sell
1,177
-118
-9% -$41.7K 0.43% 58
2022
Q3 		$425K Buy
1,295
+12
+0.9% +$4.38K 0.47% 62
2022
Q2 		$445K Buy
1,283
+258
+25% +$97.2K 0.49% 61
2022
Q1 		$425K Sell
1,025
-149
-13% -$61K 0.49% 52
2021
Q4 		$513K Sell
1,174
-230
-16% -$97.1K 0.59% 51
2021
Q3 		$554K Buy
1,404
+63
+5% +$25.6K 0.48% 70
2021
Q2 		$528K Buy
1,341
+570
+74% +$219K 0.46% 73
2021
Q1 		$281K Buy
771
+75
+11% +$26.6K 0.25% 100
2020
Q4 		$239K Buy
+696
New +$227K 0.23% 107

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Beam Wealth Advisors's VOO Position: Q3 2026 in Review

Beam Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q3 2026, buying an estimated $86.6K and bringing the position to 10,495 shares worth $7.36M. The position accounts for 1.59% of the portfolio, ranked #13.

Beam Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 16 quarters since. 2,729 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Beam Wealth Advisors held 10,495 shares of Vanguard S&P 500 ETF worth $7.36M as of Q3 2026.
  • Beam Wealth Advisors bought 124 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $86.6K.
  • Vanguard S&P 500 ETF made up 1.59% of Beam Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Beam Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.