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 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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Beam Wealth Advisors opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 16,124 shares worth $1.33M. The stake represents 0.29% of the portfolio and ranks #65 among its holdings. This is a return to the name: Beam Wealth Advisors previously reported a position in VOOG as recently as Q1 2024.

Beam Wealth Advisors first reported a position in VOOG in Q2 2021 and has held it in 12 quarters since. 754 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Beam Wealth Advisors held 16,124 shares of Vanguard S&P 500 Growth ETF worth $1.33M as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new Beam Wealth Advisors position in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.29% of Beam Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Beam Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and has held it in 12 quarters since.
754 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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