Position history for Beacon Pointe Advisors, LLC's holdings in VANGUARD INDEX FDS
Beacon Pointe Advisors, LLC holds 1M shares of VTI (VANGUARD INDEX FDS), worth $329.3M as of 2026-Q1. The position was increased (+38.1% shares). VTI represents 1.7% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$329.3M
Current Shares
1M
Total Value Change
+$242.5M
Total Shares Change
+701,849
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 1M |
+38.1% |
| $329.3M |
| 1.7% |
| $335.73 |
64 |
| 2025-Q4 | Increased | 742,991 | +48.6% | $249.1M | 1.7% | $337.85 | 67 |
| 2025-Q3 | Increased | 499,824 | +55.2% | $164M | 1.4% | $326.17 | 68 |
| 2025-Q2 | Increased | 321,965 | +1.9% | $97.9M | 1.0% | $300.71 | 48 |
| 2025-Q1 | Decreased | 316,131 | -1.6% | $86.9M | 1.0% | $271.08 | 0 |
| 2024-Q4 | Increased | 321,224 | +1.1% | $93.1M | 1.0% | $287.31 | 47 |
| 2024-Q3 | Decreased | 317,766 | -2.1% | $90M | 1.0% | $277.75 | 0 |
| 2024-Q2 | Increased | 324,618 | +0.1% | $86.8M | 1.0% | $262.63 | 47 |