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

Beacon Pointe Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.12M	Sell	18,774 -2,905	-13%	-$627K	0.02%	557
2026 Q1	$4.42M	Sell	21,679 -3,922	-15%	-$821K	0.02%	502
2025 Q4	$5.24M	Buy	25,601 +21,935	+598%	+$4.44M	0.04%	372
2025 Q3	$731K	Buy	3,666 +1,128	+44%	+$219K	0.01%	874
2025 Q2	$479K	Hold	2,538	–	–	0.01%	899
2025 Q1	$467K	Buy	+2,538	New	+$475K	0.01%	868

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 13% in Q2 2026, selling an estimated $627K and leaving 18,774 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #557.

Beacon Pointe Advisors first reported a position in VOOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.24M in Q4 2025. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Beacon Pointe Advisors held 18,774 shares of Vanguard S&P 500 Value ETF worth $4.12M as of Q2 2026.
Beacon Pointe Advisors sold 2,905 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $627K.
Vanguard S&P 500 Value ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #557 holding.
Beacon Pointe Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
Beacon Pointe Advisors's Vanguard S&P 500 Value ETF position peaked at $5.24M in Q4 2025.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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