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

Beacon Pointe Advisors’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118M Buy
1,073,317
+209,889
+24% +$24.5M 0.62% 32
2025
Q4 		$105M Buy
863,428
+72,486
+9% +$8.84M 0.74% 26
2025
Q3 		$95.3M Buy
790,942
+58,185
+8% +$6.67M 0.81% 23
2025
Q2 		$80M Sell
732,757
-127,706
-15% -$12.6M 0.84% 23
2025
Q1 		$79.8M Buy
860,463
+70,304
+9% +$7.14M 0.9% 21
2024
Q4 		$81.6M Buy
790,159
+129,493
+20% +$13.1M 0.9% 21
2024
Q3 		$63.8M Buy
660,666
+146,966
+29% +$13.7M 0.74% 24
2024
Q2 		$48.2M Buy
513,700
+63,722
+14% +$5.6M 0.57% 37
2024
Q1 		$39M Buy
449,978
+33,663
+8% +$2.79M 0.43% 44
2023
Q4 		$32.5M Sell
416,315
-41,135
-9% -$2.99M 0.39% 50
2023
Q3 		$31.3M Buy
457,450
+186,140
+69% +$13.2M 0.39% 53
2023
Q2 		$19.2M Buy
271,310
+26,852
+11% +$1.76M 0.31% 72
2023
Q1 		$15.4M Sell
244,458
-2,000
-0.8% -$119K 0.26% 91
2022
Q4 		$13.6M Buy
246,458
+46,340
+23% +$2.62M 0.26% 96
2022
Q3 		$10.9M Buy
200,118
+10,558
+6% +$638K 0.24% 95
2022
Q2 		$10.7M Sell
189,560
-107,430
-36% -$6.64M 0.23% 103
2022
Q1 		$21.2M Buy
296,990
+20,497
+7% +$1.44M 0.29% 85
2021
Q4 		$21.7M Sell
276,493
-1,328
-0.5% -$101K 0.57% 36
2021
Q3 		$19.6M Buy
277,821
+11,580
+4% +$842K 0.48% 44
2021
Q2 		$18.6M Buy
266,241
+2,785
+1% +$185K 0.66% 31
2021
Q1 		$16.5M Buy
263,456
+111,600
+73% +$6.98M 1.01% 23
2020
Q4 		$9.41M Sell
151,856
-6,536
-4% -$383K 0.64% 32
2020
Q3 		$8.83M Sell
158,392
-36,608
-19% -$1.98M 0.85% 26
2020
Q2 		$9.62M Buy
195,000
+24,256
+14% +$1.1M 0.96% 24
2020
Q1 		$6.6M Buy
170,744
+65,320
+62% +$2.89M 1.05% 23
2019
Q4 		$4.77M Sell
105,424
-54,860
-34% -$2.35M 1.48% 14
2019
Q3 		$6.58M Buy
160,284
+8,588
+6% +$354K 2.84% 9
2019
Q2 		$6.15M Sell
151,696
-4,932
-3% -$196K 2.25% 8
2019
Q1 		$6.09M Buy
156,628
+50,520
+48% +$1.86M 2.28% 6
2018
Q4 		$3.57M Buy
+106,108
New +$3.83M 2.17% 7

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 24% in Q1 2026, buying an estimated $24.5M and bringing the position to 1,073,317 shares worth $118M. The position accounts for 0.62% of the portfolio, ranked #32.

Beacon Pointe Advisors first reported a position in VONG in Q4 2018 and has held it in 30 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Beacon Pointe Advisors held 1,073,317 shares of Vanguard Russell 1000 Growth ETF worth $118M as of Q1 2026.
  • Beacon Pointe Advisors bought 209,889 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $24.5M.
  • Vanguard Russell 1000 Growth ETF made up 0.62% of Beacon Pointe Advisors's portfolio in Q1 2026, its #32 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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