Does Beacon Pointe Advisors own VTV stock?

Yes. As of its Q2 2026 13F, Beacon Pointe Advisors holds 1,508,278 shares of VTV, worth $328.7M.

How many shares of VTV does Beacon Pointe Advisors own?

As of its Q2 2026 13F, Beacon Pointe Advisors holds 1,508,278 shares of VTV.

What is Beacon Pointe Advisors' VTV position worth?

As of its Q2 2026 13F, Beacon Pointe Advisors' VTV position is worth $328.7M.

Is Beacon Pointe Advisors buying or selling VTV?

In Q2 2026, Beacon Pointe Advisors increased its VTV position by 191,374 shares (+14.5%).

When did Beacon Pointe Advisors first buy VTV?

Beacon Pointe Advisors already held VTV in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

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Beacon Pointe Advisors, LLC

VTV
31 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in Vanguard Morningstar Value ETF

Current Value

$328.7M

Current Shares

1.5M

Total Value Change

+$328.4M

Total Shares Change

+1.5M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.5M	+14.5%	$328.7M	1.5%	$216.93	56
2026-Q1	Increased	1.3M	+32.5%	$258.4M	1.4%	$194.34	62
2025-Q4	Increased	993,992	+21.6%	$189.8M	1.3%	$188.14	58
2025-Q3	Decreased	817,059	-10.3%	$152.4M	1.3%	$182.76	0
2025-Q2	Increased	911,360	+5.3%	$161.1M	1.7%	$172.33	50
2025-Q1	Decreased	865,127	-0.3%	$149.4M	1.7%	$167.51	0
2024-Q4	Increased	867,344	+1.1%	$146.8M	1.6%	$163.22	48
2024-Q3	Decreased	857,840	-0.3%	$149.8M	1.7%	$167.33	0
2024-Q2	Increased	860,149	+0.5%	$138M	1.6%	$152.95	48
2024-Q1	Increased	855,881	+4.9%	$139.4M	1.6%	$154.30	50
2023-Q4	Decreased	815,802	-13.6%	$122M	1.5%	$140.76	0
2023-Q3	Increased	944,013	+22.9%	$130.2M	1.6%	$128.96	58
2023-Q2	Decreased	767,960	-12.3%	$109.1M	1.8%	$132.02	0
2023-Q1	Increased	875,622	+9.4%	$120.9M	2.1%	$127.48	57
2022-Q4	Increased	800,026	+1.9%	$112.3M	2.2%	$128.77	52
2022-Q3	Increased	784,754	+10.1%	$96.9M	2.2%	$112.44	56
2022-Q2	Decreased	713,094	-0.2%	$94.1M	2.0%	$119.29	0
2022-Q1	Increased	714,419	+190.0%	$105.6M	1.4%	$132.82	76
2021-Q4	Decreased	246,349	-22.6%	$36.2M	0.9%	$131.51	0
2021-Q3	Increased	318,376	+66.1%	$43.1M	1.1%	$120.27	67
2021-Q2	Increased	191,685	+94.9%	$26.3M	0.9%	$121.41	64
2021-Q1	Increased	98,331	+57.5%	$12.9M	0.8%	$115.48	56
2020-Q4	Decreased	62,436	-11.4%	$7.4M	0.5%	$103.93	0
2020-Q3	Increased	70,459	+31.4%	$7.4M	0.7%	$90.70	49
2020-Q2	Increased	53,611	+3.5%	$5.3M	0.5%	$85.82	39
2020-Q1	Increased	51,781	+33.2%	$4.6M	0.7%	$76.15	49
2019-Q4	Decreased	38,867	-0.8%	$4.7M	1.4%	$101.56	0
2019-Q3	Decreased	39,189	-5.7%	$4.4M	1.9%	$93.88	0
2019-Q2	Increased	41,558	+132.1%	$4.6M	1.7%	$92.75	68
2019-Q1	Increased	17,908	+552.9%	$1.9M	0.7%	$89.43	59
2018-Q4	First report	2,743	-	$269,000	0.2%	$80.83	0

Other major holders of VTV: BANK OF AMERICA CORP /DE/

VTV31 quarters

VTV
31 quarters