Beacon Pointe Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Beacon Pointe Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$526K	Sell	4,031 -50	-1%	-$6.21K	﹤0.01%	1315
2026 Q1	$467K	Buy	4,081 +1,799	+79%	+$211K	﹤0.01%	1334
2025 Q4	$255K	Buy	2,282 +321	+16%	+$35.6K	﹤0.01%	1342
2025 Q3	$216K	Sell	1,961 -1,852	-49%	-$201K	﹤0.01%	1298
2025 Q2	$400K	Buy	3,813 +341	+10%	+$33.9K	﹤0.01%	958
2025 Q1	$343K	Sell	3,472 -15	-0.4%	-$1.58K	﹤0.01%	971
2024 Q4	$368K	Buy	+3,487	New	+$379K	﹤0.01%	933
2024 Q2	–	Sell	-3,818	Closed	-$393K	–	1335
2024 Q1	$393K	Buy	3,818 +580	+18%	+$55.6K	﹤0.01%	1006
2023 Q4	$304K	Buy	3,238 +389	+14%	+$33.4K	﹤0.01%	1076
2023 Q3	$241K	Buy	2,849 +329	+13%	+$29.2K	﹤0.01%	1158
2023 Q2	$223K	Buy	2,520 +85	+3%	+$7.16K	﹤0.01%	979
2023 Q1	$206K	Buy	+2,435	New	+$210K	﹤0.01%	1062
2022 Q2	–	Sell	-2,208	Closed	-$201K	–	1148
2022 Q1	$201K	Buy	+2,208	New	+$199K	﹤0.01%	1125

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Pointe Advisors's IVOO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.2% in Q2 2026, selling an estimated $6.21K and leaving 4,031 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Beacon Pointe Advisors first reported a position in IVOO in Q1 2022 and has held it in 13 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Beacon Pointe Advisors held 4,031 shares of Vanguard S&P Mid-Cap 400 ETF worth $526K as of Q2 2026.
Beacon Pointe Advisors sold 50 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $6.21K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1315 holding.
Beacon Pointe Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2022 and has held it in 13 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.