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Beacon Pointe Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Beacon Pointe Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.3M Sell
116,475
-1,159
-1% -$177K 0.08% 223
2026
Q1 		$16.3M Buy
117,634
+15,964
+16% +$2.3M 0.09% 212
2025
Q4 		$14.3M Buy
101,670
+33,084
+48% +$4.62M 0.1% 190
2025
Q3 		$9.45M Buy
68,586
+14,303
+26% +$1.9M 0.08% 236
2025
Q2 		$6.98M Buy
54,283
+742
+1% +$88.8K 0.07% 241
2025
Q1 		$6.21M Sell
53,541
-1,689
-3% -$202K 0.07% 255
2024
Q4 		$6.49M Buy
55,230
+755
+1% +$90.6K 0.07% 223
2024
Q3 		$6.52M Sell
54,475
-2,558
-4% -$294K 0.08% 235
2024
Q2 		$6.42M Buy
57,033
+11,533
+25% +$1.27M 0.08% 232
2024
Q1 		$5.03M Sell
45,500
-5,123
-10% -$542K 0.06% 287
2023
Q4 		$5.21M Sell
50,623
-117,069
-70% -$11.3M 0.06% 276
2023
Q3 		$15.6M Buy
167,692
+152,781
+1,025% +$14.8M 0.19% 121
2023
Q2 		$1.45M Buy
14,911
+180
+1% +$16.9K 0.02% 439
2023
Q1 		$1.36M Sell
14,731
-2,117
-13% -$192K 0.02% 477
2022
Q4 		$1.45M Buy
16,848
+2,082
+14% +$178K 0.03% 430
2022
Q3 		$1.16M Sell
14,766
-73
-0.5% -$6.42K 0.03% 431
2022
Q2 		$1.27M Buy
14,839
+1,424
+11% +$132K 0.03% 415
2022
Q1 		$1.36M Buy
13,415
+5,449
+68% +$552K 0.02% 538
2021
Q4 		$856K Sell
7,966
-1,383
-15% -$147K 0.02% 407
2021
Q3 		$952K Buy
9,349
+565
+6% +$59.2K 0.02% 420
2021
Q2 		$910K Buy
8,784
+509
+6% +$51.9K 0.03% 352
2021
Q1 		$806K Buy
8,275
+2,006
+32% +$193K 0.05% 230
2020
Q4 		$579K Buy
+6,269
New +$544K 0.04% 255

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.99% in Q2 2026, selling an estimated $177K and leaving 116,475 shares worth $18.3M. The position accounts for 0.08% of the portfolio, ranked #223.

Beacon Pointe Advisors first reported a position in VT in Q4 2020 and has held it in 23 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Beacon Pointe Advisors held 116,475 shares of Vanguard Total World Stock ETF worth $18.3M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,159 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $177K.
  • Vanguard Total World Stock ETF made up 0.08% of Beacon Pointe Advisors's portfolio in Q2 2026, its #223 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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