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Beacon Wealthcare LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Beacon Wealthcare LLC’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
2025
Q1 		– Sell
-915
Closed -$179K – 26
2024
Q4 		$179K Buy
+915
New +$183K 0.07% 25

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Beacon Wealthcare LLC's VIG Position: Q1 2025 in Review

Beacon Wealthcare LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 915 shares — an estimated $179K sold.

Beacon Wealthcare LLC first reported a position in VIG in Q4 2024 and held it in 1 quarter. The position peaked at $179K in Q4 2024. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Beacon Wealthcare LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • Beacon Wealthcare LLC sold 915 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $179K.
  • Beacon Wealthcare LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 1 quarter.
  • Beacon Wealthcare LLC's Vanguard Dividend Appreciation ETF position peaked at $179K in Q4 2024.
  • 2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Beacon Wealthcare LLC's 13F filing for Q1 2025, filed 2 Apr 2025.