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Beacon Pointe Advisors, LLC: VUG position timeline

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

Beacon Pointe Advisors, LLC held 3,787,752 VUG 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 3,787,752 shares
    Change vs previous 13F +3,173,792 shares

    1.52% of the 13F portfolio, value $326,276,932.

    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 613,960 shares
    Change vs previous 13F +91,903 shares

    1.42% of the 13F portfolio, value $268,171,573.

    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 522,057 shares
    Change vs previous 13F +48,761 shares

    1.79% of the 13F portfolio, value $254,690,800.

    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 473,296 shares
    Change vs previous 13F +148,355 shares

    1.93% of the 13F portfolio, value $226,997,717.

    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 324,941 shares
    Change vs previous 13F +12,247 shares

    1.49% of the 13F portfolio, value $142,454,273.

    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 312,694 shares
    Change vs previous 13F -18,797 shares

    1.3% of the 13F portfolio, value $115,953,037.

    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 331,491 shares
    Change vs previous 13F +1,253 shares

    1.51% of the 13F portfolio, value $136,057,135.

    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 330,238 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $126,788,291.

    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).