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

Beacon Financial Strategies’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 		$661K Buy
2,794
+273
+11% +$62.7K 0.33% 17
2026
Q1 		$542K Sell
2,521
-47
-2% -$10.5K 0.31% 18
2025
Q4 		$564K Buy
2,568
+6
+0.2% +$1.31K 0.32% 17
2025
Q3 		$553K Sell
2,562
-142
-5% -$29.8K 0.33% 16
2025
Q2 		$553K Hold
2,704
– – 0.35% 16
2025
Q1 		$525K Buy
2,704
+501
+23% +$99.6K 0.35% 16
2024
Q4 		$431K Sell
2,203
-22
-1% -$4.39K 0.29% 19
2024
Q3 		$441K Sell
2,225
-33
-1% -$6.28K 0.3% 20
2024
Q2 		$412K Hold
2,258
– – 0.3% 21
2024
Q1 		$412K Sell
2,258
-11
-0.5% -$1.93K 0.3% 21
2023
Q4 		$387K Buy
2,269
+10
+0.4% +$1.61K 0.3% 19
2023
Q3 		$351K Buy
2,259
+4
+0.2% +$648 0.3% 19
2023
Q2 		$366K Sell
2,255
-173
-7% -$27.1K 0.3% 26
2023
Q1 		$374K Buy
2,428
+6
+0.2% +$919 0.32% 22
2022
Q4 		$368K Buy
2,422
+5
+0.2% +$745 0.33% 23
2022
Q3 		$327K Sell
2,417
-4
-0.2% -$595 0.31% 25
2022
Q2 		$347K Sell
2,421
-65
-3% -$9.89K 0.32% 23
2022
Q1 		$403K Sell
2,486
-270
-10% -$43.6K 0.35% 20
2021
Q4 		$473K Sell
2,756
-29
-1% -$4.78K 0.4% 18
2021
Q3 		$428K Sell
2,785
-673
-19% -$107K 0.39% 17
2021
Q2 		$535K Buy
+3,458
New +$531K 0.46% 16

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Beacon Financial Strategies's VIG Position: Q2 2026 in Review

Beacon Financial Strategies increased its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, buying an estimated $62.7K and bringing the position to 2,794 shares worth $661K. The position accounts for 0.33% of the portfolio, ranked #17.

Beacon Financial Strategies first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. 494 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Beacon Financial Strategies held 2,794 shares of Vanguard Dividend Appreciation ETF worth $661K as of Q2 2026.
  • Beacon Financial Strategies bought 273 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $62.7K.
  • Vanguard Dividend Appreciation ETF made up 0.33% of Beacon Financial Strategies's portfolio in Q2 2026, its #17 holding.
  • Beacon Financial Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
  • 494 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.