Beese Fulmer Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Beese Fulmer Investment Management’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	$1.24M	Buy	2,070 +483	+30%	+$302K	0.08%	136
2025 Q4	$995K	Buy	1,587 +1,102	+227%	+$685K	0.06%	148
2025 Q3	$297K	Buy	485 +51	+12%	+$30.1K	0.02%	239
2025 Q2	$247K	Buy	+434	New	+$228K	0.02%	256
2020 Q3	–	Sell	-271	Closed	-$77K	–	533
2020 Q2	$77K	Buy	+271	New	+$72.9K	0.01%	270

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

Beese Fulmer Investment Management's VOO Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 30% in Q1 2026, buying an estimated $302K and bringing the position to 2,070 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #136.

Beese Fulmer Investment Management first reported a position in VOO in Q2 2020 and has held it in 5 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Beese Fulmer Investment Management held 2,070 shares of Vanguard S&P 500 ETF worth $1.24M as of Q1 2026.
Beese Fulmer Investment Management bought 483 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $302K.
Vanguard S&P 500 ETF made up 0.08% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #136 holding.
Beese Fulmer Investment Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 5 quarters since.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.