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

Beam Wealth Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.38M	Sell	16,120 -4	-0%	-$333	0.3%	60
2026 Q2	$1.33M	Buy	+16,124	New	+$1.28M	0.29%	65
2024 Q2	–	Sell	-10,752	Closed	-$546K	–	154
2024 Q1	$546K	Sell	10,752 -24	-0.2%	-$1.16K	0.33%	54
2023 Q4	$486K	Sell	10,776 -54	-0.5%	-$2.31K	0.31%	55
2023 Q3	$446K	Buy	10,830 +366	+3%	+$15.6K	0.32%	55
2023 Q2	$443K	Buy	10,464 +1,926	+23%	+$76.6K	0.31%	58
2023 Q1	$328K	Buy	8,538 +24	+0.3%	+$882	0.33%	68
2022 Q4	$299K	Buy	8,514 +576	+7%	+$20.8K	0.31%	69
2022 Q3	$276K	Buy	+7,938	New	+$310K	0.31%	80
2022 Q2	–	Sell	-5,112	Closed	-$235K	–	106
2022 Q1	$235K	Sell	5,112 -726	-12%	-$32.8K	0.27%	78
2021 Q4	$294K	Buy	5,838 +108	+2%	+$5.23K	0.34%	69
2021 Q3	$255K	Buy	5,730 +144	+3%	+$6.6K	0.22%	113
2021 Q2	$244K	Buy	+5,586	New	+$233K	0.21%	120

Other funds holding VOOG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Beam Wealth Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.02% in Q3 2026, selling an estimated $333 and leaving 16,120 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #60.

Beam Wealth Advisors first reported a position in VOOG in Q2 2021 and has held it in 13 quarters since. 696 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

Beam Wealth Advisors held 16,120 shares of Vanguard S&P 500 Growth ETF worth $1.38M as of Q3 2026.
Beam Wealth Advisors sold 4 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $333.
Vanguard S&P 500 Growth ETF made up 0.3% of Beam Wealth Advisors's portfolio in Q3 2026, its #60 holding.
Beam Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and has held it in 13 quarters since.
696 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

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