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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
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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Vanguard Total World Stock ETF (VT) stake by 16% in Q1 2026, buying an estimated $2.3M and bringing the position to 117,634 shares worth $16.3M. The position accounts for 0.09% of the portfolio, ranked #212.

Beacon Pointe Advisors first reported a position in VT in Q4 2020 and has held it in 22 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Beacon Pointe Advisors held 117,634 shares of Vanguard Total World Stock ETF worth $16.3M as of Q1 2026.
  • Beacon Pointe Advisors bought 15,964 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $2.3M.
  • Vanguard Total World Stock ETF made up 0.09% of Beacon Pointe Advisors's portfolio in Q1 2026, its #212 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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