Beacon Capital Management LLC (Tennessee)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$1.16M	Sell	4,918 -378	-7%	-$86.8K	0.17%	58
2026 Q1	$1.14M	Sell	5,296 -993	-16%	-$221K	0.2%	50
2025 Q4	$1.38M	Buy	6,289 +34	+0.5%	+$7.43K	0.21%	39
2025 Q3	$1.35M	Buy	6,255 +433	+7%	+$90.9K	0.19%	40
2025 Q2	$1.19M	Sell	5,822 -973	-14%	-$189K	0.16%	37
2025 Q1	$1.32M	Sell	6,795 -1,223	-15%	-$243K	0.18%	34
2024 Q4	$1.57M	Sell	8,018 -723	-8%	-$144K	0.2%	30
2024 Q3	$1.73M	Sell	8,741 -845	-9%	-$161K	0.25%	24
2024 Q2	$1.75M	Sell	9,586 -512	-5%	-$92.2K	0.32%	21
2024 Q1	$1.84M	Sell	10,098 -1,685	-14%	-$296K	0.38%	18
2023 Q4	$1.83M	Sell	11,783 -397	-3%	-$63.9K	0.51%	17
2023 Q3	$1.98M	Hold	12,180	–	–	0.52%	17
2023 Q2	$1.98M	Sell	12,180 -127	-1%	-$19.9K	0.52%	17
2023 Q1	$1.9M	Sell	12,307 -1,154	-9%	-$177K	0.55%	17
2022 Q4	$2.04M	Sell	13,461 -1,459	-10%	-$217K	0.69%	15
2022 Q3	$2.14M	Sell	14,920 -1,108	-7%	-$165K	0.71%	18
2022 Q2	$2.6M	Sell	16,028 -28	-0.2%	-$4.26K	0.64%	17
2022 Q1	$2.6M	Buy	+16,056	New	+$2.59M	0.62%	17

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VIG Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.1% in Q2 2026, selling an estimated $86.8K and leaving 4,918 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #58.

Beacon Capital Management LLC (Tennessee) first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.6M in Q1 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 4,918 shares of Vanguard Dividend Appreciation ETF worth $1.16M as of Q2 2026.
Beacon Capital Management LLC (Tennessee) sold 378 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $86.8K.
Vanguard Dividend Appreciation ETF made up 0.17% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #58 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
Beacon Capital Management LLC (Tennessee)'s Vanguard Dividend Appreciation ETF position peaked at $2.6M in Q1 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.