Beacon Pointe Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$22.7M	Buy	76,792 +11,375	+17%	+$3.22M	4.18%	2
2019 Q3	$17.8M	Buy	65,417 +20,537	+46%	+$5.57M	3.76%	3
2019 Q2	$12.1M	Buy	44,880 +2,828	+7%	+$748K	2.55%	9
2019 Q1	$10.9M	Buy	42,052 +36,274	+628%	+$9.06M	2.49%	9
2018 Q4	$1.33M	Buy	+5,778	New	+$1.43M	0.48%	49

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q4 2019, buying an estimated $3.22M and bringing the position to 76,792 shares worth $22.7M. The position accounts for 4.18% of the portfolio, ranked #2.

Beacon Pointe Wealth Advisors first reported a position in VOO in Q4 2018 and has held it in 5 quarters since. 1,347 funds tracked by Wall St. Rank hold VOO as of Q4 2019.

Beacon Pointe Wealth Advisors held 76,792 shares of Vanguard S&P 500 ETF worth $22.7M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 11,375 Vanguard S&P 500 ETF shares in Q4 2019, an estimated $3.22M.
Vanguard S&P 500 ETF made up 4.18% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #2 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 5 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2019.

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