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Beacon Pointe Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Beacon Pointe Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254M Buy
3,154,240
+185,452
+6% +$14.4M 1.18% 11
2026
Q1 		$213M Buy
2,968,788
+752,076
+34% +$55.9M 1.13% 11
2025
Q4 		$161M Buy
2,216,712
+6,260
+0.3% +$455K 1.13% 13
2025
Q3 		$162M Sell
2,210,452
-170,964
-7% -$12.3M 1.37% 10
2025
Q2 		$167M Sell
2,381,416
-32,368
-1% -$2.12M 1.74% 7
2025
Q1 		$156M Sell
2,413,784
-99,700
-4% -$6.69M 1.75% 8
2024
Q4 		$166M Buy
2,513,484
+7,128
+0.3% +$484K 1.84% 7
2024
Q3 		$165M Sell
2,506,356
-8,648
-0.3% -$543K 1.91% 5
2024
Q2 		$152M Sell
2,515,004
-32,220
-1% -$1.96M 1.8% 6
2024
Q1 		$159M Buy
2,547,224
+208,628
+9% +$12.3M 1.77% 7
2023
Q4 		$136M Sell
2,338,596
-1,175,492
-33% -$62.8M 1.63% 6
2023
Q3 		$183M Buy
3,514,088
+861,728
+32% +$47.3M 2.28% 4
2023
Q2 		$146M Buy
2,652,360
+451,056
+20% +$23.6M 2.38% 4
2023
Q1 		$116M Buy
2,201,304
+120,100
+6% +$6.39M 1.98% 6
2022
Q4 		$106M Buy
2,081,204
+35,420
+2% +$1.8M 2.06% 6
2022
Q3 		$96.2M Buy
2,045,784
+87,528
+4% +$4.57M 2.15% 7
2022
Q2 		$96.5M Sell
1,958,256
-1,122,412
-36% -$60.6M 2.04% 6
2022
Q1 		$183M Buy
3,080,668
+1,527,848
+98% +$89.6M 2.51% 4
2021
Q4 		$98.9M Buy
1,552,820
+28,560
+2% +$1.79M 2.58% 4
2021
Q3 		$90.2M Buy
1,524,260
+118,400
+8% +$7.15M 2.23% 4
2021
Q2 		$83.4M Buy
1,405,860
+278,148
+25% +$16.1M 2.96% 3
2021
Q1 		$62.4M Buy
1,127,712
+171,072
+18% +$9.28M 3.83% 2
2020
Q4 		$49.4M Buy
956,640
+289,916
+43% +$14M 3.38% 3
2020
Q3 		$29.4M Buy
666,724
+107,856
+19% +$4.7M 2.84% 6
2020
Q2 		$22.9M Buy
558,868
+217,228
+64% +$8.32M 2.29% 5
2020
Q1 		$11.2M Buy
341,640
+95,588
+39% +$3.96M 1.79% 10
2019
Q4 		$11M Buy
246,052
+142,108
+137% +$6.1M 3.4% 6
2019
Q3 		$4.36M Buy
103,944
+52,880
+104% +$2.21M 1.88% 12
2019
Q2 		$2.13M Buy
51,064
+40,908
+403% +$1.67M 0.78% 31
2019
Q1 		$408K Buy
+10,156
New +$391K 0.15% 127

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.2% in Q2 2026, buying an estimated $14.4M and bringing the position to 3,154,240 shares worth $254M. The position accounts for 1.18% of the portfolio, ranked #11.

Beacon Pointe Advisors first reported a position in VO in Q1 2019 and has held it in 30 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Beacon Pointe Advisors held 3,154,240 shares of Vanguard Morningstar Mid-Cap ETF worth $254M as of Q2 2026.
  • Beacon Pointe Advisors bought 185,452 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14.4M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.18% of Beacon Pointe Advisors's portfolio in Q2 2026, its #11 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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