Beacon Pointe Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$213K	Buy	+1,279	New	+$204K	0.04%	252

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Pointe Wealth Advisors's VB Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in Vanguard Small-Cap ETF (VB) in Q4 2019: 1,279 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #252 among its holdings.

1,099 funds tracked by Wall St. Rank hold VB as of Q4 2019.

Beacon Pointe Wealth Advisors held 1,279 shares of Vanguard Small-Cap ETF worth $213K as of Q4 2019.
Vanguard Small-Cap ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
Vanguard Small-Cap ETF made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #252 holding.
1,099 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.