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Beacon Pointe Advisors, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on VGSH, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 1,405,234 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,405,234 shares
    Change vs previous 13F -37,410 shares

    0.38% of the 13F portfolio, value $81,784,617.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,442,644 shares
    Change vs previous 13F +137,445 shares

    0.45% of the 13F portfolio, value $84,452,386.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,305,199 shares
    Change vs previous 13F +86,741 shares

    0.54% of the 13F portfolio, value $76,654,319.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,218,458 shares
    Change vs previous 13F +339,815 shares

    0.61% of the 13F portfolio, value $71,706,236.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 878,643 shares
    Change vs previous 13F +323,269 shares

    0.54% of the 13F portfolio, value $51,646,609.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 555,374 shares
    Change vs previous 13F +28,391 shares

    0.37% of the 13F portfolio, value $32,594,873.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 526,983 shares
    Change vs previous 13F +26,769 shares

    0.34% of the 13F portfolio, value $30,659,844.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 500,214 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $29,522,622.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).