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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
2026
Q3 		$348K Buy
+1,492
New +$358K 0.11% 22
2025
Q1 		– Sell
-915
Closed -$179K – 26
2024
Q4 		$179K Buy
+915
New +$183K 0.07% 25

Other funds holding VIG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Beacon Wealthcare LLC's VIG Position: Q3 2026 in Review

Beacon Wealthcare LLC opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 1,492 shares worth $348K. The stake represents 0.11% of the portfolio and ranks #22 among its holdings. This is a return to the name: Beacon Wealthcare LLC previously reported a position in VIG as recently as Q4 2024.

Beacon Wealthcare LLC first reported a position in VIG in Q4 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Beacon Wealthcare LLC held 1,492 shares of Vanguard Dividend Appreciation ETF worth $348K as of Q3 2026.
  • Vanguard Dividend Appreciation ETF was a new Beacon Wealthcare LLC position in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #22 holding.
  • Beacon Wealthcare LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.