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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
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

AssetMark Inc
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Beam Wealth Advisors's VOO Position: Q2 2026 in Review

Beam Wealth Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 10,371 shares worth $7.12M. The stake represents 1.57% of the portfolio and ranks #13 among its holdings. This is a return to the name: Beam Wealth Advisors previously reported a position in VOO as recently as Q1 2024.

Beam Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 15 quarters since. 2,019 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Beam Wealth Advisors held 10,371 shares of Vanguard S&P 500 ETF worth $7.12M as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Beam Wealth Advisors position in Q2 2026.
  • Vanguard S&P 500 ETF made up 1.57% of Beam Wealth Advisors's portfolio in Q2 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 15 quarters since.
  • 2,019 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.