Beacon Pointe Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5.15M	Buy	31,469 +1,078	+4%	+$169K	0.95%	24
2019 Q3	$4.59M	Buy	30,391 +11,105	+58%	+$1.67M	0.97%	23
2019 Q2	$2.9M	Buy	19,286 +779	+4%	+$115K	0.61%	34
2019 Q1	$2.68M	Sell	18,507 -4,727	-20%	-$660K	0.61%	34
2018 Q4	$2.96M	Buy	+23,234	New	+$3.21M	1.07%	19

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

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

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

Beacon Pointe Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 3.5% in Q4 2019, buying an estimated $169K and bringing the position to 31,469 shares worth $5.15M. The position accounts for 0.95% of the portfolio, ranked #24.

Beacon Pointe Wealth Advisors first reported a position in VTI in Q4 2018 and has held it in 5 quarters since. 1,557 funds tracked by Wall St. Rank hold VTI as of Q4 2019.

Beacon Pointe Wealth Advisors held 31,469 shares of Vanguard Total Stock Market ETF worth $5.15M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 1,078 Vanguard Total Stock Market ETF shares in Q4 2019, an estimated $169K.
Vanguard Total Stock Market ETF made up 0.95% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #24 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 5 quarters since.
1,557 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2019.

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