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Beirne Wealth Consulting Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Beirne Wealth Consulting Services’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 		$3.23M Buy
4,704
+13
+0.3% +$8.67K 0.64% 29
2026
Q1 		$2.8M Sell
4,691
-882
-16% -$552K 0.79% 29
2025
Q4 		$3.5M Sell
5,573
-369
-6% -$229K 1.01% 26
2025
Q3 		$3.65M Buy
5,942
+86
+1% +$50.7K 0.88% 28
2025
Q2 		$3.34M Buy
5,856
+3,000
+105% +$1.58M 1.08% 26
2025
Q1 		$1.47M Buy
2,856
+9
+0.3% +$4.87K 0.52% 35
2024
Q4 		$1.53M Buy
2,847
+17
+0.6% +$9.21K 0.55% 34
2024
Q3 		$1.5M Buy
2,830
+9
+0.3% +$4.58K 0.53% 35
2024
Q2 		$1.42M Hold
2,821
– – 0.57% 36
2024
Q1 		$1.36M Buy
2,821
+9
+0.3% +$4.12K 0.58% 33
2023
Q4 		$1.23M Buy
+2,812
New +$1.15M 0.61% 32
2023
Q2 		– Sell
-2,791
Closed -$1.05M – 105
2023
Q1 		$1.05M Buy
+2,791
New +$1.02M 0.74% 28
2022
Q4 		– Sell
-7,935
Closed -$2.62M – 119
2022
Q3 		$2.62M Buy
7,935
+5,189
+189% +$1.9M 0.99% 18
2022
Q2 		$957K Sell
2,746
-741
-21% -$279K 0.63% 30
2022
Q1 		$1.45M Buy
3,487
+2,569
+280% +$1.05M 0.81% 27
2021
Q4 		$401K Buy
+918
New +$388K 0.22% 60
2020
Q1 		– Sell
-1,453
Closed -$430K – 96
2019
Q4 		$430K Sell
1,453
-354
-20% -$100K 0.38% 48
2019
Q3 		$495K Hold
1,807
– – 0.41% 63
2019
Q2 		$489K Sell
1,807
-75
-4% -$19.8K 0.44% 67
2019
Q1 		$488K Sell
1,882
-155
-8% -$38.7K 0.38% 79
2018
Q4 		$468K Buy
+2,037
New +$505K 0.4% 77

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Beirne Wealth Consulting Services's VOO Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.28% in Q2 2026, buying an estimated $8.67K and bringing the position to 4,704 shares worth $3.23M. The position accounts for 0.64% of the portfolio, ranked #29.

Beirne Wealth Consulting Services first reported a position in VOO in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.65M in Q3 2025. 2,097 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Beirne Wealth Consulting Services held 4,704 shares of Vanguard S&P 500 ETF worth $3.23M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 13 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.67K.
  • Vanguard S&P 500 ETF made up 0.64% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #29 holding.
  • Beirne Wealth Consulting Services first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 21 quarters since.
  • Beirne Wealth Consulting Services's Vanguard S&P 500 ETF position peaked at $3.65M in Q3 2025.
  • 2,097 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.