Beacon Bridge Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.02M	Sell	12,778 -46	-0.4%	-$10.6K	0.86%	38
2026 Q1	$2.76M	Sell	12,824 -244	-2%	-$54.4K	0.92%	34
2025 Q4	$2.87M	Sell	13,068 -243	-2%	-$53.1K	0.95%	33
2025 Q3	$2.87M	Sell	13,311 -99	-0.7%	-$20.8K	1.02%	34
2025 Q2	$2.74M	Sell	13,410 -540	-4%	-$105K	1.09%	30
2025 Q1	$2.71M	Sell	13,950 -95	-0.7%	-$18.9K	1.15%	27
2024 Q4	$2.75M	Sell	14,045 -369	-3%	-$73.7K	1.17%	27
2024 Q3	$2.85M	Sell	14,414 -1,055	-7%	-$201K	1.23%	28
2024 Q2	$2.82M	Sell	15,469 -618	-4%	-$111K	1.3%	24
2024 Q1	$2.94M	Sell	16,087 -1,957	-11%	-$344K	1.39%	25
2023 Q4	$3.07M	Sell	18,044 -1,252	-6%	-$201K	1.53%	19
2023 Q3	$3M	Buy	19,296 +283	+1%	+$45.9K	1.58%	18
2023 Q2	$3.09M	Sell	19,013 -224	-1%	-$35.1K	1.58%	17
2023 Q1	$2.96M	Buy	19,237 +629	+3%	+$96.4K	1.78%	16
2022 Q4	$2.83M	Buy	+18,608	New	+$2.77M	2.05%	12

Other funds holding VIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Beacon Bridge Wealth Partners's VIG Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.36% in Q2 2026, selling an estimated $10.6K and leaving 12,778 shares worth $3.02M. The position accounts for 0.86% of the portfolio, ranked #38.

Beacon Bridge Wealth Partners first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.09M in Q2 2023. 2,370 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Beacon Bridge Wealth Partners held 12,778 shares of Vanguard Dividend Appreciation ETF worth $3.02M as of Q2 2026.
Beacon Bridge Wealth Partners sold 46 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Dividend Appreciation ETF made up 0.86% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #38 holding.
Beacon Bridge Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $3.09M in Q2 2023.
2,370 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.