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Beacon Pointe Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Beacon Pointe Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.7M Buy
171,696
+74,834
+77% +$23.1M 0.27% 85
2025
Q4 		$29.9M Sell
96,862
-669
-0.7% -$205K 0.21% 108
2025
Q3 		$29.5M Sell
97,531
-16,701
-15% -$4.87M 0.25% 92
2025
Q2 		$32.1M Sell
114,232
-1,773
-2% -$461K 0.33% 61
2025
Q1 		$29.4M Sell
116,005
-3,284
-3% -$879K 0.33% 63
2024
Q4 		$31.8M Sell
119,289
-1,906
-2% -$511K 0.35% 55
2024
Q3 		$31.5M Sell
121,195
-2,986
-2% -$748K 0.36% 59
2024
Q2 		$30.6M Sell
124,181
-9,095
-7% -$2.16M 0.36% 58
2024
Q1 		$31.8M Sell
133,276
-3,393
-2% -$769K 0.35% 58
2023
Q4 		$29.6M Sell
136,669
-2,735
-2% -$554K 0.35% 56
2023
Q3 		$27.1M Buy
139,404
+8,517
+7% +$1.72M 0.34% 65
2023
Q2 		$26.4M Buy
130,887
+17,934
+16% +$3.42M 0.43% 52
2023
Q1 		$21M Buy
112,953
+11,910
+12% +$2.17M 0.36% 67
2022
Q4 		$17.6M Sell
101,043
-7,123
-7% -$1.25M 0.34% 74
2022
Q3 		$17.7M Sell
108,166
-51,107
-32% -$9.27M 0.4% 61
2022
Q2 		$27.4M Sell
159,273
-43,522
-21% -$8.14M 0.58% 35
2022
Q1 		$42M Buy
202,795
+185,698
+1,086% +$37.9M 0.58% 32
2021
Q4 		$3.74M Sell
17,097
-172,044
-91% -$36.6M 0.1% 172
2021
Q3 		$37.9M Buy
189,141
+172,880
+1,063% +$35.6M 0.93% 21
2021
Q2 		$3.26M Buy
16,261
+409
+3% +$79.8K 0.12% 165
2021
Q1 		$2.94M Hold
15,852
– – 0.18% 104
2020
Q4 		$2.78M Buy
15,852
+2,493
+19% +$412K 0.19% 102
2020
Q3 		$2.07M Sell
13,359
-1
-0% -$153 0.2% 98
2020
Q2 		$1.89M Buy
13,360
+63
+0.5% +$8.44K 0.19% 105
2020
Q1 		$1.56M Buy
13,297
+11,297
+565% +$1.58M 0.25% 86
2019
Q4 		$295K Hold
2,000
– – 0.09% 170
2019
Q3 		$272K Hold
2,000
– – 0.12% 139
2019
Q2 		$269K Sell
2,000
-9,292
-82% -$1.23M 0.1% 167
2019
Q1 		$1.47M Hold
11,292
– – 0.55% 55
2018
Q4 		$1.29M Buy
+11,292
New +$1.39M 0.79% 34

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Beacon Pointe Advisors's VONE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 77% in Q1 2026, buying an estimated $23.1M and bringing the position to 171,696 shares worth $50.7M. The position accounts for 0.27% of the portfolio, ranked #85.

Beacon Pointe Advisors first reported a position in VONE in Q4 2018 and has held it in 30 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Beacon Pointe Advisors held 171,696 shares of Vanguard Russell 1000 ETF worth $50.7M as of Q1 2026.
  • Beacon Pointe Advisors bought 74,834 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $23.1M.
  • Vanguard Russell 1000 ETF made up 0.27% of Beacon Pointe Advisors's portfolio in Q1 2026, its #85 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.