Beacon Pointe Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1744317
NEWPORT BEACH, CA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,942,821
+$4,153,662 QoQ
Shares Held
160,136
+9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,942,821 | 160,136 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,789,159 | 146,498 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $29,824,755 | 117,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,165,116 | 68,213 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,987,675 | 58,569 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,911,581 | 66,221 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,694,128 | 70,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,781,517 | 72,379 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,665,663 | 77,281 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,276,103 | 80,983 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $20,980,719 | 110,968 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,131,892 | 60,998 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,254,864 | 64,649 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,332,052 | 67,190 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,086,242 | 70,717 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,365,516 | 75,893 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $21,465,157 | 101,003 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $13,717,676 | 60,695 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,481,005 | 61,650 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,163,939 | 40,678 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $7,328,386 | 34,232 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,617,809 | 23,720 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $933,258 | 6,068 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,028,928 | 7,061 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,220,315 | 10,571 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||