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

Beacon Financial Planning’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.09M	Buy	46,207 +21,288	+85%	+$1.96M	1.58%	19
2025 Q4	$2.28M	Buy	24,919 +4,600	+23%	+$416K	1.1%	20
2025 Q3	$1.82M	Buy	20,319 +3,067	+18%	+$273K	0.94%	22
2025 Q2	$1.55M	Buy	17,252 +1,158	+7%	+$100K	0.87%	22
2025 Q1	$1.33M	Buy	16,094 +2,669	+20%	+$222K	0.77%	23
2024 Q4	$1.07M	Buy	13,425 +9,287	+224%	+$780K	0.63%	22
2024 Q3	$365K	Buy	+4,138	New	+$351K	0.23%	35

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beacon Financial Planning's VIGI Position: Q1 2026 in Review

Beacon Financial Planning increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 85% in Q1 2026, buying an estimated $1.96M and bringing the position to 46,207 shares worth $4.09M. The position accounts for 1.58% of the portfolio, ranked #19.

Beacon Financial Planning first reported a position in VIGI in Q3 2024 and has held it in 7 quarters since. 592 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

Beacon Financial Planning held 46,207 shares of Vanguard International Dividend Appreciation ETF worth $4.09M as of Q1 2026.
Beacon Financial Planning bought 21,288 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $1.96M.
Vanguard International Dividend Appreciation ETF made up 1.58% of Beacon Financial Planning's portfolio in Q1 2026, its #19 holding.
Beacon Financial Planning first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
592 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.