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Beacon Pointe Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Beacon Pointe Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.2M Sell
87,869
-884
-1% -$295K 0.14% 154
2026
Q1 		$26.5M Buy
88,753
+2,095
+2% +$655K 0.14% 147
2025
Q4 		$27.3M Buy
86,658
+6,336
+8% +$1.98M 0.19% 119
2025
Q3 		$24.7M Buy
80,322
+1,793
+2% +$531K 0.21% 103
2025
Q2 		$22.4M Buy
78,529
+271
+0.3% +$71.4K 0.23% 99
2025
Q1 		$20.1M Sell
78,258
-3,921
-5% -$1.06M 0.23% 106
2024
Q4 		$22.2M Buy
82,179
+1,722
+2% +$467K 0.25% 97
2024
Q3 		$21.2M Sell
80,457
-101
-0.1% -$25.6K 0.24% 97
2024
Q2 		$20.1M Sell
80,558
-1,302
-2% -$313K 0.24% 96
2024
Q1 		$19.6M Buy
81,860
+1,526
+2% +$349K 0.22% 111
2023
Q4 		$17.5M Sell
80,334
-180,037
-69% -$36.8M 0.21% 115
2023
Q3 		$51M Buy
260,371
+241,014
+1,245% +$49.1M 0.63% 33
2023
Q2 		$3.92M Sell
19,357
-382
-2% -$73.2K 0.06% 255
2023
Q1 		$3.69M Sell
19,739
-769
-4% -$140K 0.06% 269
2022
Q4 		$3.57M Sell
20,508
-99
-0.5% -$17.4K 0.07% 251
2022
Q3 		$3.37M Sell
20,607
-1,079
-5% -$196K 0.08% 222
2022
Q2 		$3.74M Sell
21,686
-1,912
-8% -$359K 0.08% 222
2022
Q1 		$4.92M Buy
23,598
+22,638
+2,358% +$4.65M 0.07% 256
2021
Q4 		$212K Sell
960
-359
-27% -$77K 0.01% 856
2021
Q3 		$265K Sell
1,319
-93
-7% -$19.2K 0.01% 751
2021
Q2 		$283K Buy
1,412
+276
+24% +$53.9K 0.01% 676
2021
Q1 		$211K Sell
1,136
-28
-2% -$5.07K 0.01% 494
2020
Q4 		$205K Buy
+1,164
New +$193K 0.01% 471

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1% in Q2 2026, selling an estimated $295K and leaving 87,869 shares worth $30.2M. The position accounts for 0.14% of the portfolio, ranked #154.

Beacon Pointe Advisors first reported a position in VV in Q4 2020 and has held it in 23 quarters since. The position peaked at $51M in Q3 2023. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Beacon Pointe Advisors held 87,869 shares of Vanguard Morningstar Large-Cap ETF worth $30.2M as of Q2 2026.
  • Beacon Pointe Advisors sold 884 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $295K.
  • Vanguard Morningstar Large-Cap ETF made up 0.14% of Beacon Pointe Advisors's portfolio in Q2 2026, its #154 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Beacon Pointe Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $51M in Q3 2023.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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