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Beacon Pointe Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Beacon Pointe Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 85% in Q1 2026, buying an estimated $312M and bringing the position to 1,084,220 shares worth $648M. The position accounts for 3.43% of the portfolio, ranked #1.

Beacon Pointe Advisors first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Beacon Pointe Advisors held 1,084,220 shares of Vanguard S&P 500 ETF worth $648M as of Q1 2026.
  • Beacon Pointe Advisors bought 498,809 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $312M.
  • Vanguard S&P 500 ETF made up 3.43% of Beacon Pointe Advisors's portfolio in Q1 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 30 quarters since.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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