Beaumont Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Beaumont Financial 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	$369K	Hold	1,561	–	–	0.02%	280
2026 Q1	$336K	Sell	1,561 -945	-38%	-$211K	0.02%	280
2025 Q4	$551K	Sell	2,506 -10	-0.4%	-$2.19K	0.04%	220
2025 Q3	$543K	Hold	2,516	–	–	0.04%	227
2025 Q2	$515K	Hold	2,516	–	–	0.04%	215
2025 Q1	$488K	Buy	2,516 +31	+1%	+$6.16K	0.04%	223
2024 Q4	$487K	Buy	2,485 +422	+20%	+$84.3K	0.04%	221
2024 Q3	$409K	Hold	2,063	–	–	0.03%	239
2024 Q2	$377K	Hold	2,063	–	–	0.03%	243
2024 Q1	$377K	Sell	2,063 -73	-3%	-$12.8K	0.03%	244
2023 Q4	$364K	Sell	2,136 -2,229	-51%	-$359K	0.03%	236
2023 Q3	$678K	Sell	4,365 -296	-6%	-$48K	0.07%	149
2023 Q2	$757K	Hold	4,661	–	–	0.07%	158
2023 Q1	$718K	Hold	4,661	–	–	0.07%	147
2022 Q4	$708K	Sell	4,661 -152	-3%	-$22.7K	0.07%	153
2022 Q3	$651K	Buy	4,813 +207	+4%	+$30.8K	0.06%	149
2022 Q2	$661K	Hold	4,606	–	–	0.06%	156
2022 Q1	$747K	Buy	4,606 +223	+5%	+$36K	0.06%	174
2021 Q4	$753K	Buy	4,383 +2,897	+195%	+$478K	0.05%	168
2021 Q3	$228K	Sell	1,486 -329	-18%	-$52.4K	0.02%	324
2021 Q2	$281K	Buy	1,815 +339	+23%	+$52K	0.02%	303
2021 Q1	$217K	Hold	1,476	–	–	0.02%	320
2020 Q4	$208K	Buy	+1,476	New	+$200K	0.02%	318
2020 Q3	–	Sell	-1,826	Closed	-$214K	–	317
2020 Q2	$214K	Buy	+1,826	New	+$208K	0.02%	264

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

Beaumont Financial Advisors's VIG Position: Q2 2026 in Review

Beaumont Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,561 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #280.

Beaumont Financial Advisors first reported a position in VIG in Q2 2020 and has held it in 24 quarters since. The position peaked at $757K in Q2 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Beaumont Financial Advisors held 1,561 shares of Vanguard Dividend Appreciation ETF worth $369K as of Q2 2026.
Beaumont Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #280 holding.
Beaumont Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 24 quarters since.
Beaumont Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $757K in Q2 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.