Beaumont Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Beaumont Financial 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	$303K	Hold	3,666	–	–	0.02%	312
2026 Q1	$249K	Hold	3,666	–	–	0.02%	323
2025 Q4	$272K	Hold	3,666	–	–	0.02%	311
2025 Q3	$266K	Hold	3,666	–	–	0.02%	340
2025 Q2	$242K	Hold	3,666	–	–	0.02%	336
2025 Q1	$204K	Hold	3,666	–	–	0.02%	356
2024 Q4	$224K	Hold	3,666	–	–	0.02%	338
2024 Q3	$211K	Hold	3,666	–	–	0.02%	335
2024 Q2	$204K	Buy	+3,666	New	+$190K	0.02%	351
2020 Q1	–	Sell	-9,654	Closed	-$281K	–	289
2019 Q4	$281K	Buy	9,654 +1,800	+23%	+$50K	0.03%	230
2019 Q3	$212K	Buy	+7,854	New	+$213K	0.02%	253

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

Beaumont Financial Advisors's VOOG Position: Q2 2026 in Review

Beaumont Financial Advisors held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 3,666 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #312.

Beaumont Financial Advisors first reported a position in VOOG in Q3 2019 and has held it in 11 quarters since. 748 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Beaumont Financial Advisors held 3,666 shares of Vanguard S&P 500 Growth ETF worth $303K as of Q2 2026.
Beaumont Financial Advisors left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #312 holding.
Beaumont Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2019 and has held it in 11 quarters since.
748 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.