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 Q3	$4.16M	Sell	44,037 -2,478	-5%	-$240K	1.42%	19
2026 Q2	$4.34M	Buy	46,515 +308	+0.7%	+$28.5K	1.47%	18
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

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Beacon Financial Planning's VIGI Position: Q3 2026 in Review

Beacon Financial Planning reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 5.3% in Q3 2026, selling an estimated $240K and leaving 44,037 shares worth $4.16M. The position accounts for 1.42% of the portfolio, ranked #19.

Beacon Financial Planning first reported a position in VIGI in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.34M in Q2 2026. 534 funds tracked by Wall St. Rank hold VIGI as of Q3 2026.

Beacon Financial Planning held 44,037 shares of Vanguard International Dividend Appreciation ETF worth $4.16M as of Q3 2026.
Beacon Financial Planning sold 2,478 Vanguard International Dividend Appreciation ETF shares in Q3 2026, an estimated $240K.
Vanguard International Dividend Appreciation ETF made up 1.42% of Beacon Financial Planning's portfolio in Q3 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 9 quarters since.
Beacon Financial Planning's Vanguard International Dividend Appreciation ETF position peaked at $4.34M in Q2 2026.
534 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.