Position history for Beacon Pointe Advisors, LLC's holdings in VANGUARD TAX-MANAGED FDS
Beacon Pointe Advisors, LLC holds 5M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $318.5M as of 2026-Q1. The position was increased (+63.6% shares). VEA represents 1.7% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$318.5M
Current Shares
5M
Total Value Change
+$256.7M
Total Shares Change
+3.7M
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 5M |
+63.6% |
| $318.5M |
| 1.7% |
| $66.61 |
71 |
| 2025-Q4 | Increased | 3M | +23.3% | $189.7M | 1.3% | $62.79 | 58 |
| 2025-Q3 | Increased | 2.5M | +114.4% | $147.6M | 1.3% | $58.72 | 77 |
| 2025-Q2 | Increased | 1.1M | +1.0% | $65.5M | 0.7% | $55.62 | 42 |
| 2025-Q1 | Decreased | 1.1M | -3.1% | $57.8M | 0.6% | $49.75 | 0 |
| 2024-Q4 | Decreased | 1.2M | -3.3% | $56.1M | 0.6% | $46.21 | 0 |
| 2024-Q3 | Decreased | 1.2M | -2.9% | $64.1M | 0.7% | $50.45 | 0 |
| 2024-Q2 | Decreased | 1.2M | -4.2% | $61.7M | 0.7% | $46.93 | 0 |