Beacon Pointe Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Beacon Pointe Advisors’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	$119M	Buy	501,401 +122,543	+32%	+$28.1M	0.55%	35
2026 Q1	$81.5M	Buy	378,858 +74,259	+24%	+$16.6M	0.43%	50
2025 Q4	$66.9M	Buy	304,599 +30,116	+11%	+$6.58M	0.47%	47
2025 Q3	$59.2M	Sell	274,483 -4,345	-2%	-$912K	0.5%	39
2025 Q2	$57.1M	Sell	278,828 -649	-0.2%	-$126K	0.6%	32
2025 Q1	$54.2M	Buy	279,477 +2,688	+1%	+$535K	0.61%	34
2024 Q4	$54.2M	Buy	276,789 +6,859	+3%	+$1.37M	0.6%	34
2024 Q3	$53.5M	Sell	269,930 -4,820	-2%	-$918K	0.62%	33
2024 Q2	$50.2M	Sell	274,750 -17,558	-6%	-$3.16M	0.59%	35
2024 Q1	$53.4M	Sell	292,308 -4,576	-2%	-$804K	0.59%	35
2023 Q4	$50.6M	Sell	296,884 -47,014	-14%	-$7.56M	0.6%	34
2023 Q3	$53.4M	Buy	343,898 +45,651	+15%	+$7.4M	0.67%	30
2023 Q2	$48.4M	Buy	298,247 +5,914	+2%	+$926K	0.79%	24
2023 Q1	$45M	Buy	292,333 +5,129	+2%	+$786K	0.77%	22
2022 Q4	$43.6M	Buy	287,204 +27,570	+11%	+$4.11M	0.85%	17
2022 Q3	$35.1M	Buy	259,634 +6,444	+3%	+$959K	0.79%	21
2022 Q2	$36.3M	Sell	253,190 -20,586	-8%	-$3.13M	0.77%	21
2022 Q1	$44.4M	Buy	273,776 +112,503	+70%	+$18.2M	0.61%	30
2021 Q4	$27.7M	Sell	161,273 -7,871	-5%	-$1.3M	0.72%	26
2021 Q3	$26M	Buy	169,144 +99,269	+142%	+$15.8M	0.64%	30
2021 Q2	$10.8M	Buy	69,875 +14,253	+26%	+$2.19M	0.38%	63
2021 Q1	$8.18M	Buy	55,622 +27,311	+96%	+$3.89M	0.5%	48
2020 Q4	$3.99M	Sell	28,311 -908	-3%	-$123K	0.27%	81
2020 Q3	$3.76M	Sell	29,219 -2,018	-6%	-$254K	0.36%	63
2020 Q2	$3.66M	Sell	31,237 -3,585	-10%	-$408K	0.37%	70
2020 Q1	$3.6M	Buy	34,822 +32,871	+1,685%	+$3.92M	0.57%	45
2019 Q4	$242K	Sell	1,951 -96	-5%	-$11.6K	0.08%	191
2019 Q3	$245K	Buy	+2,047	New	+$241K	0.11%	150

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 Pointe Advisors's VIG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 32% in Q2 2026, buying an estimated $28.1M and bringing the position to 501,401 shares worth $119M. The position accounts for 0.55% of the portfolio, ranked #35.

Beacon Pointe Advisors first reported a position in VIG in Q3 2019 and has held it in 28 quarters since. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Beacon Pointe Advisors held 501,401 shares of Vanguard Dividend Appreciation ETF worth $119M as of Q2 2026.
Beacon Pointe Advisors bought 122,543 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $28.1M.
Vanguard Dividend Appreciation ETF made up 0.55% of Beacon Pointe Advisors's portfolio in Q2 2026, its #35 holding.
Beacon Pointe Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 28 quarters since.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.