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Beacon Pointe Advisors, LLC: VTI position timeline

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

Beacon Pointe Advisors, LLC held 989,592 VTI 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 989,592 shares
    Change vs previous 13F -36,875 shares

    1.7% of the 13F portfolio, value $366,188,678.

    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 1,026,467 shares
    Change vs previous 13F +283,476 shares

    1.75% of the 13F portfolio, value $329,300,890.

    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 742,991 shares
    Change vs previous 13F +243,167 shares

    1.75% of the 13F portfolio, value $249,102,654.

    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 499,824 shares
    Change vs previous 13F +177,859 shares

    1.39% of the 13F portfolio, value $164,027,693.

    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 321,965 shares
    Change vs previous 13F +5,834 shares

    1.02% of the 13F portfolio, value $97,854,699.

    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 316,131 shares
    Change vs previous 13F -5,093 shares

    0.98% of the 13F portfolio, value $86,885,410.

    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 321,224 shares
    Change vs previous 13F +3,458 shares

    1.03% of the 13F portfolio, value $93,094,006.

    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 317,766 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $89,978,582.

    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).