Beckerman Institutional’s Vanguard S&P 500 ETF VOO Stock Holding History

Beckerman Institutional’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 Q1	$759K	Sell	1,270 -7	-0.5%	-$4.38K	0.4%	55
2025 Q4	$801K	Hold	1,277	–	–	0.45%	52
2025 Q3	$782K	Buy	1,277 +3	+0.2%	+$1.77K	0.46%	51
2025 Q2	$724K	Hold	1,274	–	–	0.48%	50
2025 Q1	$655K	Buy	1,274 +133	+12%	+$71.9K	0.47%	56
2024 Q4	$615K	Sell	1,141 -205	-15%	-$111K	0.49%	52
2024 Q3	$710K	Buy	+1,346	New	+$684K	0.6%	49

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Beckerman Institutional's VOO Position: Q1 2026 in Review

Beckerman Institutional reduced its Vanguard S&P 500 ETF (VOO) stake by 0.55% in Q1 2026, selling an estimated $4.38K and leaving 1,270 shares worth $759K. The position accounts for 0.4% of the portfolio, ranked #55.

Beckerman Institutional first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $801K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Beckerman Institutional held 1,270 shares of Vanguard S&P 500 ETF worth $759K as of Q1 2026.
Beckerman Institutional sold 7 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.38K.
Vanguard S&P 500 ETF made up 0.4% of Beckerman Institutional's portfolio in Q1 2026, its #55 holding.
Beckerman Institutional first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's Vanguard S&P 500 ETF position peaked at $801K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.