Beacon Pointe Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $808M | Buy |
1,176,174
+91,954
| +8% | +$61.3M | 3.75% | 1 |
|
|
2026
Q1 | $648M | Buy |
1,084,220
+498,809
| +85% | +$312M | 3.43% | 1 |
|
|
2025
Q4 | $367M | Buy |
585,411
+67,953
| +13% | +$42.2M | 2.57% | 2 |
|
|
2025
Q3 | $317M | Sell |
517,458
-121,845
| -19% | -$71.8M | 2.68% | 4 |
|
|
2025
Q2 | $363M | Buy |
639,303
+43,609
| +7% | +$22.9M | 3.79% | 1 |
|
|
2025
Q1 | $306M | Buy |
595,694
+48,898
| +9% | +$26.4M | 3.44% | 2 |
|
|
2024
Q4 | $295M | Buy |
546,796
+29,953
| +6% | +$16.2M | 3.26% | 2 |
|
|
2024
Q3 | $273M | Buy |
516,843
+1,912
| +0.4% | +$972K | 3.14% | 2 |
|
|
2024
Q2 | $258M | Buy |
514,931
+729
| +0.1% | +$351K | 3.05% | 4 |
|
|
2024
Q1 | $247M | Buy |
514,202
+2,984
| +0.6% | +$1.37M | 2.75% | 4 |
|
|
2023
Q4 | $223M | Sell |
511,218
-116,137
| -19% | -$47.5M | 2.67% | 4 |
|
|
2023
Q3 | $246M | Buy |
627,355
+24,450
| +4% | +$10M | 3.07% | 2 |
|
|
2023
Q2 | $246M | Sell |
602,905
-8,786
| -1% | -$3.39M | 4.01% | 2 |
|
|
2023
Q1 | $230M | Buy |
611,691
+43,461
| +8% | +$15.9M | 3.92% | 2 |
|
|
2022
Q4 | $200M | Buy |
568,230
+3,302
| +0.6% | +$1.17M | 3.87% | 1 |
|
|
2022
Q3 | $185M | Sell |
564,928
-30,308
| -5% | -$11.1M | 4.15% | 2 |
|
|
2022
Q2 | $206M | Sell |
595,236
-194,150
| -25% | -$73.1M | 4.36% | 1 |
|
|
2022
Q1 | $328M | Buy |
789,386
+290,044
| +58% | +$119M | 4.49% | 1 |
|
|
2021
Q4 | $218M | Buy |
499,342
+100,242
| +25% | +$42.3M | 5.68% | 1 |
|
|
2021
Q3 | $157M | Buy |
399,100
+72,988
| +22% | +$29.6M | 3.88% | 2 |
|
|
2021
Q2 | $128M | Buy |
326,112
+66,773
| +26% | +$25.6M | 4.55% | 1 |
|
|
2021
Q1 | $94.5M | Buy |
259,339
+3,058
| +1% | +$1.08M | 5.8% | 1 |
|
|
2020
Q4 | $88.1M | Buy |
256,281
+84,829
| +49% | +$27.7M | 6.02% | 1 |
|
|
2020
Q3 | $52.8M | Buy |
171,452
+2,176
| +1% | +$663K | 5.1% | 1 |
|
|
2020
Q2 | $48M | Buy |
169,276
+24,268
| +17% | +$6.53M | 4.8% | 2 |
|
|
2020
Q1 | $34.3M | Buy |
145,008
+90,720
| +167% | +$25.4M | 5.47% | 2 |
|
|
2019
Q4 | $16.1M | Buy |
54,288
+7,225
| +15% | +$2.04M | 4.98% | 2 |
|
|
2019
Q3 | $12.8M | Buy |
47,063
+4,952
| +12% | +$1.34M | 5.54% | 1 |
|
|
2019
Q2 | $11.3M | Buy |
42,111
+4,489
| +12% | +$1.19M | 4.14% | 2 |
|
|
2019
Q1 | $9.76M | Buy |
37,622
+203
| +0.5% | +$50.7K | 3.66% | 2 |
|
|
2018
Q4 | $8.6M | Buy |
+37,419
| New | +$9.27M | 5.22% | 2 |
|
Other funds holding VOO
AA
Beacon Pointe Advisors's VOO Position: Q2 2026 in Review
Beacon Pointe Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q2 2026, buying an estimated $61.3M and bringing the position to 1,176,174 shares worth $808M. The position accounts for 3.75% of the portfolio, ranked #1.
Beacon Pointe Advisors first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Beacon Pointe Advisors held 1,176,174 shares of Vanguard S&P 500 ETF worth $808M as of Q2 2026.
- Beacon Pointe Advisors bought 91,954 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $61.3M.
- Vanguard S&P 500 ETF made up 3.75% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1 holding.
- Beacon Pointe Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
- 4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.