BFIM
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Beese Fulmer Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Beese Fulmer Investment Management’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 		$3.56M Buy
16,661
+151
+0.9% +$33.7K 0.23% 81
2025
Q4 		$3.6M Buy
16,510
+118
+0.7% +$25.8K 0.23% 80
2025
Q3 		$3.54M Sell
16,392
-928
-5% -$195K 0.24% 78
2025
Q2 		$3.54M Buy
17,320
+4,706
+37% +$912K 0.26% 76
2025
Q1 		$2.45M Buy
12,614
+300
+2% +$59.7K 0.21% 81
2024
Q4 		$2.41M Buy
12,314
+32
+0.3% +$6.39K 0.21% 82
2024
Q3 		$2.43M Buy
12,282
+502
+4% +$95.6K 0.21% 79
2024
Q2 		$2.15M Buy
11,780
+27
+0.2% +$4.86K 0.2% 84
2024
Q1 		$2.15M Buy
11,753
+23
+0.2% +$4.04K 0.2% 88
2023
Q4 		$2M Buy
11,730
+48
+0.4% +$7.72K 0.21% 86
2023
Q3 		$1.82M Sell
11,682
-44
-0.4% -$7.13K 0.2% 89
2023
Q2 		$1.9M Buy
11,726
+207
+2% +$32.4K 0.21% 93
2023
Q1 		$1.77M Buy
11,519
+1,112
+11% +$170K 0.2% 96
2022
Q4 		$1.58M Buy
10,407
+7
+0.1% +$1.04K 0.19% 99
2022
Q3 		$1.41M Buy
10,400
+1,289
+14% +$192K 0.19% 100
2022
Q2 		$1.31M Buy
9,111
+636
+8% +$96.8K 0.17% 105
2022
Q1 		$1.37M Buy
8,475
+211
+3% +$34K 0.15% 108
2021
Q4 		$1.42M Sell
8,264
-125
-1% -$20.6K 0.15% 107
2021
Q3 		$1.29M Sell
8,389
-250
-3% -$39.8K 0.15% 111
2021
Q2 		$1.34M Sell
8,639
-210
-2% -$32.2K 0.15% 110
2021
Q1 		$1.3M Buy
8,849
+41
+0.5% +$5.83K 0.16% 109
2020
Q4 		$1.24M Sell
8,808
-96
-1% -$13K 0.16% 105
2020
Q3 		$1.15M Hold
8,904
– – 0.16% 102
2020
Q2 		$1.04M Sell
8,904
-1,385
-13% -$158K 0.15% 103
2020
Q1 		$1.06M Buy
10,289
+4,200
+69% +$501K 0.19% 97
2019
Q4 		$759K Buy
6,089
+285
+5% +$34.5K 0.11% 118
2019
Q3 		$694K Buy
5,804
+735
+14% +$86.7K 0.1% 118
2019
Q2 		$584K Buy
5,069
+1,330
+36% +$149K 0.11% 109
2019
Q1 		$410K Hold
3,739
– – 0.08% 115
2018
Q4 		$366K Buy
3,739
+1,286
+52% +$134K 0.08% 118
2018
Q3 		$272K Buy
2,453
+60
+3% +$6.45K 0.05% 147
2018
Q2 		$243K Sell
2,393
-1,136
-32% -$116K 0.05% 159
2018
Q1 		$357K Hold
3,529
– – 0.08% 123
2017
Q4 		$360K Buy
3,529
+168
+5% +$16.5K 0.08% 126
2017
Q3 		$319K Hold
3,361
– – 0.07% 132
2017
Q2 		$311K Hold
3,361
– – 0.07% 124
2017
Q1 		$302K Sell
3,361
-50
-1% -$4.43K 0.07% 129
2016
Q4 		$291K Buy
3,411
+170
+5% +$14.3K 0.08% 130
2016
Q3 		$272K Hold
3,241
– – 0.07% 130
2016
Q2 		$270K Buy
+3,241
New +$265K 0.08% 126

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

Beese Fulmer Investment Management's VIG Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.91% in Q1 2026, buying an estimated $33.7K and bringing the position to 16,661 shares worth $3.56M. The position accounts for 0.23% of the portfolio, ranked #81.

Beese Fulmer Investment Management first reported a position in VIG in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.6M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Beese Fulmer Investment Management held 16,661 shares of Vanguard Dividend Appreciation ETF worth $3.56M as of Q1 2026.
  • Beese Fulmer Investment Management bought 151 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $33.7K.
  • Vanguard Dividend Appreciation ETF made up 0.23% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #81 holding.
  • Beese Fulmer Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 40 quarters since.
  • Beese Fulmer Investment Management's Vanguard Dividend Appreciation ETF position peaked at $3.6M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.