SEC 13F Intelligence

Beacon Pointe Advisors, LLC / VTV

Beacon Pointe Advisors, LLC’s Vanguard Index Fds Position

Does Beacon Pointe Advisors, LLC own Vanguard Index Fds (VTV)? Yes1.32M shares worth $258M (+1.37% of its 13F portfolio) as of Q1 2026, up from 994.0K shares the prior filed quarter.

Position Value
$258M
Q1 2026
Shares
1.32M
% of Portfolio
+1.37%
Quarters Held
30
currently held

Position History VTV

Reported value by quarter
Q4 ’18: $269,000Q4 ’18Q1 ’19: $2MQ2 ’19: $5MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $13MQ2 ’21: $26MQ3 ’21: $43MQ4 ’21: $36MQ4 ’21Q1 ’22: $106MQ2 ’22: $94MQ3 ’22: $97MQ4 ’22: $112MQ4 ’22Q1 ’23: $121MQ2 ’23: $109MQ3 ’23: $130MQ4 ’23: $122MQ4 ’23Q1 ’24: $139MQ2 ’24: $138MQ3 ’24: $150MQ4 ’24: $147MQ4 ’24Q1 ’25: $149MQ2 ’25: $161MQ3 ’25: $152MQ4 ’25: $190MQ4 ’25Q1 ’26: $258Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.32M$258M+1.37%
Q4 2025994.0K$190M+1.33%
Q3 2025817.1K$152M+1.29%
Q2 2025911.4K$161M+1.68%
Q1 2025865.1K$149M+1.68%
Q4 2024867.3K$147M+1.63%
Q3 2024857.8K$150M+1.73%
Q2 2024860.1K$138M+1.63%
Q1 2024855.9K$139M+1.55%
Q4 2023815.8K$122M+1.46%
Q3 2023944.0K$130M+1.62%
Q2 2023768.0K$109M+1.78%
Q1 2023875.6K$121M+2.06%
Q4 2022800.0K$112M+2.18%
Q3 2022784.8K$97M+2.17%
Q2 2022713.1K$94M+1.99%
Q1 2022714.4K$106M+1.45%
Q4 2021246.3K$36M+0.94%
Q3 2021318.4K$43M+1.06%
Q2 2021191.7K$26M+0.93%
Q1 202198.3K$13M+0.79%
Q4 202062.4K$7M+0.51%
Q3 202070.5K$7M+0.71%
Q2 202053.6K$5M+0.53%
Q1 202051.8K$5M+0.73%
Q4 201938.9K$5M+1.44%
Q3 201939.2K$4M+1.89%
Q2 201941.6K$5M+1.68%
Q1 201917.9K$2M+0.72%
Q4 20182.7K$269,000+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Pointe Advisors, LLC’s full portfolio or all institutional holders of VTV.