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

Beacon Financial Planning’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	$630K	Hold	2,662	–	–	0.21%	49
2026 Q1	$573K	Hold	2,662	–	–	0.22%	46
2025 Q4	$585K	Hold	2,662	–	–	0.28%	39
2025 Q3	$575K	Hold	2,662	–	–	0.3%	39
2025 Q2	$545K	Hold	2,662	–	–	0.3%	39
2025 Q1	$516K	Hold	2,662	–	–	0.3%	38
2024 Q4	$521K	Sell	2,662 -46	-2%	-$9.18K	0.3%	35
2024 Q3	$536K	Buy	2,708 +7	+0.3%	+$1.33K	0.33%	27
2024 Q2	$493K	Hold	2,701	–	–	0.33%	26
2024 Q1	$493K	Buy	2,701 +5	+0.2%	+$878	0.34%	26
2023 Q4	$459K	Buy	2,696 +14	+0.5%	+$2.25K	0.36%	24
2023 Q3	$417K	Buy	2,682 +1	+0%	+$162	0.36%	18
2023 Q2	$435K	Sell	2,681 -525	-16%	-$82.2K	0.37%	17
2023 Q1	$494K	Buy	3,206 +4	+0.1%	+$613	0.46%	16
2022 Q4	$486K	Buy	+3,202	New	+$477K	0.5%	16

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 Financial Planning's VIG Position: Q2 2026 in Review

Beacon Financial Planning held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,662 shares worth $630K. The position accounts for 0.21% of the portfolio, ranked #49.

Beacon Financial Planning first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Beacon Financial Planning held 2,662 shares of Vanguard Dividend Appreciation ETF worth $630K as of Q2 2026.
Beacon Financial Planning left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.21% of Beacon Financial Planning's portfolio in Q2 2026, its #49 holding.
Beacon Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.