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Beacon Pointe Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Beacon Pointe Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.7M Buy
93,904
+5,169
+6% +$1.49M 0.13% 159
2026
Q1 		$22.8M Buy
88,735
+16,523
+23% +$4.53M 0.12% 166
2025
Q4 		$20.2M Buy
72,212
+1,294
+2% +$370K 0.14% 160
2025
Q3 		$20.8M Sell
70,918
-12,169
-15% -$3.51M 0.18% 125
2025
Q2 		$23.6M Buy
83,087
+2,201
+3% +$568K 0.25% 94
2025
Q1 		$19.8M Buy
80,886
+941
+1% +$245K 0.22% 109
2024
Q4 		$20.3M Buy
79,945
+517
+0.7% +$133K 0.22% 105
2024
Q3 		$19.3M Sell
79,428
-4,937
-6% -$1.15M 0.22% 110
2024
Q2 		$19.4M Sell
84,365
-2,979
-3% -$683K 0.23% 103
2024
Q1 		$20.6M Sell
87,344
-3,032
-3% -$679K 0.23% 104
2023
Q4 		$19.8M Buy
90,376
+9,306
+11% +$1.86M 0.24% 104
2023
Q3 		$15.8M Buy
81,070
+45,295
+127% +$9.25M 0.2% 119
2023
Q2 		$7.36M Sell
35,775
-6,725
-16% -$1.3M 0.12% 163
2023
Q1 		$8.28M Sell
42,500
-1,902
-4% -$364K 0.14% 150
2022
Q4 		$7.98M Sell
44,402
-3,124
-7% -$566K 0.15% 136
2022
Q3 		$8.11M Sell
47,526
-6,225
-12% -$1.18M 0.18% 130
2022
Q2 		$9.43M Sell
53,751
-7,679
-13% -$1.49M 0.2% 119
2022
Q1 		$13.7M Buy
61,430
+9,611
+19% +$2.12M 0.19% 120
2021
Q4 		$13.2M Sell
51,819
-4,076
-7% -$1.03M 0.34% 73
2021
Q3 		$13.2M Sell
55,895
-5,976
-10% -$1.45M 0.33% 81
2021
Q2 		$14.6M Buy
61,871
+57,236
+1,235% +$12.8M 0.52% 45
2021
Q1 		$994K Buy
4,635
+2,757
+147% +$598K 0.06% 212
2020
Q4 		$400K Buy
1,878
+12
+0.6% +$2.36K 0.03% 311
2020
Q3 		$336K Buy
1,866
+118
+7% +$20.8K 0.03% 281
2020
Q2 		$287K Buy
+1,748
New +$264K 0.03% 310

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.8% in Q2 2026, buying an estimated $1.49M and bringing the position to 93,904 shares worth $28.7M. The position accounts for 0.13% of the portfolio, ranked #159.

Beacon Pointe Advisors first reported a position in VOT in Q2 2020 and has held it in 25 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Beacon Pointe Advisors held 93,904 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $28.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 5,169 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.49M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Beacon Pointe Advisors's portfolio in Q2 2026, its #159 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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