How many shares of VO does Beacon Pointe Advisors, LLC own?

As of 2026-Q2, Beacon Pointe Advisors, LLC holds 3.2M shares of VO (VANGUARD INDEX FDS).

What is Beacon Pointe Advisors, LLC's VO position worth?

As of 2026-Q2, Beacon Pointe Advisors, LLC's VO position is worth $254.1M.

Is Beacon Pointe Advisors, LLC buying or selling VO?

In 2026-Q2, Beacon Pointe Advisors, LLC increased their VO position (+325.0% change in shares).

When did Beacon Pointe Advisors, LLC first buy VO?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in VO in 2019-Q1. They have held the position across 30 quarters.

Back to

Beacon Pointe Advisors, LLC

VO
30 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in VANGUARD INDEX FDS

Current Value

$254.1M

Current Shares

3.2M

Total Value Change

+$253.7M

Total Shares Change

+3.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3.2M	+325.0%	$254.1M	1.2%	$80.57	78
2026-Q1	Increased	742,197	+33.9%	$213.1M	1.1%	$71.57	62
2025-Q4	Increased	554,178	+0.3%	$160.8M	1.1%	$72.05	48
2025-Q3	Decreased	552,613	-7.2%	$162.3M	1.4%	$72.64	0
2025-Q2	Decreased	595,354	-1.3%	$166.6M	1.7%	$68.96	0
2025-Q1	Decreased	603,446	-4.0%	$156.1M	1.8%	$63.49	0
2024-Q4	Increased	628,371	+0.3%	$166M	1.8%	$64.55	48
2024-Q3	Decreased	626,589	-0.3%	$165.3M	1.9%	$64.22	0
2024-Q2	Decreased	628,751	-1.3%	$152.2M	1.8%	$58.71	0
2024-Q1	Increased	636,806	+8.9%	$159.1M	1.8%	$60.36	52
2023-Q4	Decreased	584,649	-33.5%	$136M	1.6%	$55.98	0
2023-Q3	Increased	878,522	+32.5%	$183M	2.3%	$49.85	67
2023-Q2	Increased	663,090	+20.5%	$146M	2.4%	$52.51	62
2023-Q1	Increased	550,326	+5.8%	$116.1M	2.0%	$50.12	50
2022-Q4	Increased	520,301	+1.7%	$106M	2.1%	$48.25	52
2022-Q3	Increased	511,446	+4.5%	$96.2M	2.2%	$44.26	54
2022-Q2	Decreased	489,564	-36.4%	$96.5M	2.0%	$46.18	0
2022-Q1	Increased	770,167	+98.4%	$183.2M	2.5%	$55.60	84
2021-Q4	Increased	388,205	+1.9%	$98.9M	2.6%	$59.37	52
2021-Q3	Increased	381,065	+8.4%	$90.2M	2.2%	$54.97	56
2021-Q2	Increased	351,465	+24.7%	$83.4M	3.0%	$54.97	62
2021-Q1	Increased	281,928	+17.9%	$62.4M	3.8%	$51.11	63
2020-Q4	Increased	239,160	+43.5%	$49.4M	3.4%	$47.61	72
2020-Q3	Increased	166,681	+19.3%	$29.4M	2.8%	$40.40	58
2020-Q2	Increased	139,717	+63.6%	$22.9M	2.3%	$37.42	71
2020-Q1	Increased	85,410	+38.9%	$11.2M	1.8%	$29.93	58
2019-Q4	Increased	61,513	+136.7%	$11M	3.4%	$40.31	82
2019-Q3	Increased	25,986	+103.6%	$4.4M	1.9%	$37.71	68
2019-Q2	Increased	12,766	+402.8%	$2.1M	0.8%	$37.49	59
2019-Q1	New	2,539	-	$408,000	0.2%	$35.93	39

Other major holders of VO: JONES FINANCIAL COMPANIES LLLP, WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC

VO30 quarters

VO
30 quarters