Beacon Financial Advisory
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Beacon Financial Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Beacon Financial Advisory’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
Q3 		$5.75M Buy
24,652
+216
+0.9% +$51.9K 1.09% 16
2026
Q2 		$5.78M Sell
24,436
-356
-1% -$81.7K 1.14% 13
2026
Q1 		$5.33M Sell
24,792
-239
-1% -$53.3K 1.2% 12
2025
Q4 		$5.5M Sell
25,031
-1,901
-7% -$415K 1.27% 11
2025
Q3 		$5.81M Sell
26,932
-20
-0.1% -$4.2K 1.35% 10
2025
Q2 		$5.52M Buy
26,952
+821
+3% +$159K 1.43% 10
2025
Q1 		$5.07M Sell
26,131
-869
-3% -$173K 1.54% 8
2024
Q4 		$5.29M Buy
27,000
+335
+1% +$66.9K 1.72% 7
2024
Q3 		$5.28M Sell
26,665
-494
-2% -$94.1K 1.8% 7
2024
Q2 		$4.96M Buy
27,159
+10,883
+67% +$1.96M 1.85% 7
2024
Q1 		$2.97M Sell
16,276
-74
-0.5% -$13K 1.45% 11
2023
Q4 		$2.79M Buy
16,350
+186
+1% +$29.9K 1.34% 13
2023
Q3 		$2.51M Buy
16,164
+25
+0.2% +$4.05K 1.39% 11
2023
Q2 		$2.62M Buy
16,139
+195
+1% +$30.5K 1.5% 8
2023
Q1 		$2.46M Buy
15,944
+63
+0.4% +$9.7K 1.56% 8
2022
Q4 		$2.41M Buy
15,881
+36
+0.2% +$5.37K 1.73% 7
2022
Q3 		$2.14M Buy
15,845
+359
+2% +$53.4K 1.53% 11
2022
Q2 		$2.22M Buy
15,486
+626
+4% +$95.3K 1.26% 13
2022
Q1 		$2.41M Sell
14,860
-278
-2% -$44.9K 1.15% 13
2021
Q4 		$2.6M Sell
15,138
-234
-2% -$38.6K 1.2% 13
2021
Q3 		$2.36M Buy
15,372
+407
+3% +$64.9K 1.23% 14
2021
Q2 		$2.32M Buy
14,965
+755
+5% +$116K 1.24% 15
2021
Q1 		$2.09M Buy
14,210
+427
+3% +$60.7K 1.2% 15
2020
Q4 		$1.94M Buy
13,783
+2,471
+22% +$335K 1.26% 16
2020
Q3 		$1.46M Sell
11,312
-71
-0.6% -$8.93K 1.26% 15
2020
Q2 		$1.33M Sell
11,383
-100
-0.9% -$11.4K 1.45% 17
2020
Q1 		$1.19M Sell
11,483
-14,350
-56% -$1.71M 1.51% 17
2019
Q4 		$3.22M Buy
+25,833
New +$3.13M 2.76% 4

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Beacon Financial Advisory's VIG Position: Q3 2026 in Review

Beacon Financial Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.88% in Q3 2026, buying an estimated $51.9K and bringing the position to 24,652 shares worth $5.75M. The position accounts for 1.09% of the portfolio, ranked #16.

Beacon Financial Advisory first reported a position in VIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.81M in Q3 2025. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Beacon Financial Advisory held 24,652 shares of Vanguard Dividend Appreciation ETF worth $5.75M as of Q3 2026.
  • Beacon Financial Advisory bought 216 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $51.9K.
  • Vanguard Dividend Appreciation ETF made up 1.09% of Beacon Financial Advisory's portfolio in Q3 2026, its #16 holding.
  • Beacon Financial Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's Vanguard Dividend Appreciation ETF position peaked at $5.81M in Q3 2025.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.