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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Pointe Advisors's VIG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 24% in Q1 2026, buying an estimated $16.6M and bringing the position to 378,858 shares worth $81.5M. The position accounts for 0.43% of the portfolio, ranked #50.

Beacon Pointe Advisors first reported a position in VIG in Q3 2019 and has held it in 27 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Beacon Pointe Advisors held 378,858 shares of Vanguard Dividend Appreciation ETF worth $81.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 74,259 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $16.6M.
  • Vanguard Dividend Appreciation ETF made up 0.43% of Beacon Pointe Advisors's portfolio in Q1 2026, its #50 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 27 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.