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

Beacon Pointe Advisors, LLC holds 742,197 shares of VO (VANGUARD INDEX FDS), worth $213.1M as of 2026-Q1. The position was increased (+33.9% shares). VO represents 1.1% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$213.1M

Current Shares

742,197

Total Value Change

+$60.9M

Total Shares Change

+113,446

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
742,197
+33.9%
$213.1M1.1%$301.78
62
2025-Q4
Increased
554,178
+0.3%
$160.8M1.1%$292.92
48
2025-Q3
Decreased
552,613
-7.2%
$162.3M1.4%$292.00
0
2025-Q2
Decreased
595,354
-1.3%
$166.6M1.7%$275.92
0
2025-Q1
Decreased
603,446
-4.0%
$156.1M1.8%$254.23
0
2024-Q4
Increased
628,371
+0.3%
$166M1.8%$260.03
48
2024-Q3
Decreased
626,589
-0.3%
$165.3M1.9%$257.97
0
2024-Q2
Decreased
628,751
-1.3%
$152.2M1.8%$236.49
0

Other major holders of VO: WELLS FARGO & COMPANY/MN, JONES FINANCIAL COMPANIES LLLP

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