Beaton Management Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Beaton Management Company’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	$234K	Hold	340	–	–	0.1%	143
2026 Q1	$203K	Hold	340	–	–	0.09%	146
2025 Q4	$213K	Hold	340	–	–	0.09%	147
2025 Q3	$208K	Buy	+340	New	+$200K	0.09%	141

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Beaton Management Company's VOO Position: Q2 2026 in Review

Beaton Management Company held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 340 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #143.

Beaton Management Company first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Beaton Management Company held 340 shares of Vanguard S&P 500 ETF worth $234K as of Q2 2026.
Beaton Management Company left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.1% of Beaton Management Company's portfolio in Q2 2026, its #143 holding.
Beaton Management Company first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.