Beacon Pointe Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$7.55M	Buy	169,544 +39,172	+30%	+$1.68M	1.39%	18
2019 Q3	$5.46M	Buy	130,372 +108,212	+488%	+$4.52M	1.15%	21
2019 Q2	$924K	Buy	+22,160	New	+$907K	0.2%	103

Other funds holding VO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Beacon Pointe Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 30% in Q4 2019, buying an estimated $1.68M and bringing the position to 169,544 shares worth $7.55M. The position accounts for 1.39% of the portfolio, ranked #18.

Beacon Pointe Wealth Advisors first reported a position in VO in Q2 2019 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold VO as of Q4 2019.

Beacon Pointe Wealth Advisors held 169,544 shares of Vanguard Mid-Cap ETF worth $7.55M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 39,172 Vanguard Mid-Cap ETF shares in Q4 2019, an estimated $1.68M.
Vanguard Mid-Cap ETF made up 1.39% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #18 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 3 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2019.

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