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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 15% in Q1 2026, selling an estimated $821K and leaving 21,679 shares worth $4.42M. The position accounts for 0.02% of the portfolio, ranked #502.

Beacon Pointe Advisors first reported a position in VOOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.24M in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Beacon Pointe Advisors held 21,679 shares of Vanguard S&P 500 Value ETF worth $4.42M as of Q1 2026.
  • Beacon Pointe Advisors sold 3,922 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $821K.
  • Vanguard S&P 500 Value ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #502 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Beacon Pointe Advisors's Vanguard S&P 500 Value ETF position peaked at $5.24M in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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