Beaumont Asset Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Beaumont Asset Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$985K	Sell	4,495 -93	-2%	-$20.1K	0.38%	42
2026 Q1	$935K	Sell	4,588 -258	-5%	-$54K	0.42%	39
2025 Q4	$993K	Sell	4,846 -248	-5%	-$50.2K	0.5%	34
2025 Q3	$1.02M	Sell	5,094 -125	-2%	-$24.3K	0.51%	35
2025 Q2	$985K	Sell	5,219 -596	-10%	-$107K	0.53%	34
2025 Q1	$1.07M	Buy	5,815 +77	+1%	+$14.4K	0.65%	31
2024 Q4	$1.06M	Sell	5,738 -40	-0.7%	-$7.67K	0.61%	31
2024 Q3	$1.1M	Hold	5,778	–	–	0.64%	31
2024 Q2	$1.02M	Sell	5,778 -25	-0.4%	-$4.41K	0.65%	31
2024 Q1	$1.05M	Sell	5,803 -234	-4%	-$40.2K	0.7%	31
2023 Q4	$1.01M	Hold	6,037	–	–	0.71%	30
2023 Q3	$898K	Sell	6,037 -239	-4%	-$37.3K	0.74%	28
2023 Q2	$977K	Sell	6,276 -717	-10%	-$107K	0.74%	31
2023 Q1	$1.03M	Sell	6,993 -500	-7%	-$73K	0.75%	28
2022 Q4	$1.05M	Buy	7,493 +1,235	+20%	+$171K	0.77%	30
2022 Q3	$776K	Buy	+6,258	New	+$857K	0.62%	35

Other funds holding VOOV

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Beaumont Asset Management's VOOV Position: Q2 2026 in Review

Beaumont Asset Management reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 2% in Q2 2026, selling an estimated $20.1K and leaving 4,495 shares worth $985K. The position accounts for 0.38% of the portfolio, ranked #42.

Beaumont Asset Management first reported a position in VOOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q3 2024. 108 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Beaumont Asset Management held 4,495 shares of Vanguard S&P 500 Value ETF worth $985K as of Q2 2026.
Beaumont Asset Management sold 93 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $20.1K.
Vanguard S&P 500 Value ETF made up 0.38% of Beaumont Asset Management's portfolio in Q2 2026, its #42 holding.
Beaumont Asset Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
Beaumont Asset Management's Vanguard S&P 500 Value ETF position peaked at $1.1M in Q3 2024.
108 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.